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 | $202,136 | $90,503+123.3% | $78,689+156.9% | $273,961-26.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.46% | 75.60%-63.1pp | 62.18%-49.7pp | 41.45%-29.0pp |
| Employer contribution / active EE | $10,055 | $3,176+216.6% | $2,851+252.7% | $4,869+106.5% |
| Participant deferral / active EE | $6,781 | $3,901+73.8% | $3,517+92.8% | $5,287+28.3% |
| Admin fee / account holder | $1,700 | $5,263-67.7% | $4,510-62.3% | $10,132-83.2% |