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 | $219,690 | $103,376+112.5% | $87,100+152.2% | $152,861+43.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.32% | 28.10%-5.8pp | 28.19%-5.9pp | 345.32%-323.0pp |
| Employer contribution / active EE | $4,625 | $3,220+43.6% | $2,521+83.5% | $4,762-2.9% |
| Participant deferral / active EE | $5,588 | $4,778+17.0% | $4,049+38.0% | $5,850-4.5% |
| Admin fee / account holder | $7,960 | $12,205-34.8% | $7,497+6.2% | $11,596-31.4% |