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 | $225,528 | $106,515+111.7% | $96,683+133.3% | $139,434+61.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.87% | 38.43%-15.6pp | 35.69%-12.8pp | 372.94%-350.1pp |
| Employer contribution / active EE | $16,847 | $4,103+310.6% | $3,737+350.9% | $4,751+254.6% |
| Participant deferral / active EE | $8,313 | $5,454+52.4% | $4,878+70.4% | $6,710+23.9% |
| Admin fee / account holder | $913 | $7,877-88.4% | $6,730-86.4% | $11,403-92.0% |