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 | $241,697 | $87,540+176.1% | $75,781+218.9% | $125,391+92.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.59% | 13.48%-12.9pp | 9.68%-9.1pp | 282.22%-281.6pp |
| Employer contribution / active EE | $6,565 | $3,930+67.0% | $3,323+97.5% | $4,866+34.9% |
| Participant deferral / active EE | $9,686 | $4,229+129.0% | $3,651+165.3% | $5,352+81.0% |
| Admin fee / account holder | $2,137 | $6,502-67.1% | $5,299-59.7% | $9,540-77.6% |