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 | $226,078 | $77,419+192.0% | $69,455+225.5% | $152,861+47.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 16.77% | 39.06%-22.3pp | 28.97%-12.2pp | 345.32%-328.5pp |
| Employer contribution / active EE | $7,163 | $3,315+116.1% | $2,779+157.7% | $4,762+50.4% |
| Participant deferral / active EE | $11,321 | $4,414+156.5% | $3,535+220.2% | $5,850+93.5% |
| Admin fee / account holder | $3,337 | $6,207-46.2% | $3,839-13.1% | $11,596-71.2% |