See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,994 | $85,022+170.5% | $70,515+226.2% | $139,434+64.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 25.68% | 30.38%-4.7pp | 32.77%-7.1pp | 372.94%-347.3pp |
| Employer contribution / active EE | $3,818 | $3,909-2.3% | $2,973+28.4% | $4,751-19.6% |
| Participant deferral / active EE | $15,830 | $5,890+168.7% | $4,567+246.6% | $6,710+135.9% |
| Admin fee / account holder | $1,221 | $8,906-86.3% | $6,412-81.0% | $11,403-89.3% |