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 | $239,776 | $99,985+139.8% | $146,665+63.5% | $85,850+179.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 18.53% | 18.93%-0.4pp | 22.74%-4.2pp | 318.53%-300.0pp |
| Employer contribution / active EE | $1,536 | $2,559-40.0% | $4,136-62.9% | $2,565-40.1% |
| Participant deferral / active EE | $3,840 | $4,006-4.1% | $5,506-30.3% | $3,952-2.8% |
| Admin fee / account holder | $9,313 | $7,702+20.9% | $10,280-9.4% | $6,260+48.8% |