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 | $207,895 | $88,672+134.5% | $105,223+97.6% | $82,448+152.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.08% | 30.86%-15.8pp | 180.65%-165.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,812 | $3,048-40.6% | $3,689-50.9% | $2,551-29.0% |
| Participant deferral / active EE | $13,368 | $4,036+231.2% | $5,072+163.6% | $4,139+223.0% |
| Admin fee / account holder | $10,634 | $7,146+48.8% | $8,859+20.0% | $7,234+47.0% |