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 | $210,897 | $58,512+260.4% | $84,015+151.0% | $72,985+189.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 23.48% | 28.93%-5.4pp | 71.31%-47.8pp | 81.00%-57.5pp |
| Employer contribution / active EE | $7,663 | $1,163+558.9% | $1,983+286.4% | $2,440+214.1% |
| Participant deferral / active EE | $6,681 | $2,394+179.1% | $3,239+106.3% | $3,607+85.2% |
| Admin fee / account holder | $19,062 | $4,569+317.2% | $6,101+212.5% | $5,124+272.0% |