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 | $220,522 | $103,376+113.3% | $87,100+153.2% | $152,861+44.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 10.69% | 28.10%-17.4pp | 28.19%-17.5pp | 345.32%-334.6pp |
| Employer contribution / active EE | $3,523 | $3,220+9.4% | $2,521+39.7% | $4,762-26.0% |
| Participant deferral / active EE | $8,260 | $4,778+72.9% | $4,049+104.0% | $5,850+41.2% |
| Admin fee / account holder | $85,934 | $12,205+604.1% | $7,497+1046.3% | $11,596+641.0% |