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 | $211,400 | $110,257+91.7% | $96,544+119.0% | $139,434+51.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 44.49% | 26.32%+18.2pp | 25.84%+18.6pp | 372.94%-328.5pp |
| Employer contribution / active EE | $4,077 | $3,620+12.6% | $2,965+37.5% | $4,751-14.2% |
| Participant deferral / active EE | $12,787 | $5,548+130.5% | $4,851+163.6% | $6,710+90.6% |
| Admin fee / account holder | $76,930 | $11,591+563.7% | $8,252+832.2% | $11,403+574.7% |