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 | $208,561 | $93,346+123.4% | $71,796+190.5% | $273,961-23.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.43% | 130.39%-127.0pp | 78.04%-74.6pp | 41.45%-38.0pp |
| Employer contribution / active EE | $5,448 | $2,733+99.3% | $1,924+183.1% | $4,869+11.9% |
| Participant deferral / active EE | $11,072 | $3,475+218.6% | $2,794+296.2% | $5,287+109.4% |
| Admin fee / account holder | $10,908 | $6,571+66.0% | $4,815+126.5% | $10,132+7.7% |