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 | $235,180 | $90,503+159.9% | $78,689+198.9% | $273,961-14.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.47% | 75.60%-66.1pp | 62.18%-52.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $14,000 | $3,176+340.8% | $2,851+391.1% | $4,869+187.6% |
| Participant deferral / active EE | $5,300 | $3,901+35.9% | $3,517+50.7% | $5,287+0.2% |
| Admin fee / account holder | $2,064 | $5,263-60.8% | $4,510-54.2% | $10,132-79.6% |