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 | $189,231 | $85,022+122.6% | $70,515+168.4% | $139,434+35.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 26.85% | 30.38%-3.5pp | 32.77%-5.9pp | 372.94%-346.1pp |
| Employer contribution / active EE | $19,753 | $3,909+405.3% | $2,973+564.3% | $4,751+315.8% |
| Participant deferral / active EE | $11,012 | $5,890+86.9% | $4,567+141.1% | $6,710+64.1% |
| Admin fee / account holder | $1,247 | $8,906-86.0% | $6,412-80.6% | $11,403-89.1% |