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 | $239,805 | $118,450+102.5% | $98,439+143.6% | $139,434+72.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.51% | 18.94%-6.4pp | 21.16%-8.6pp | 372.94%-360.4pp |
| Employer contribution / active EE | $6,878 | $3,609+90.6% | $3,048+125.7% | $4,751+44.8% |
| Participant deferral / active EE | $6,198 | $5,392+15.0% | $4,738+30.8% | $6,710-7.6% |
| Admin fee / account holder | $8,338 | $14,026-40.6% | $8,948-6.8% | $11,403-26.9% |