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 | $242,089 | $146,267+65.5% | $197,124+22.8% | $82,448+193.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 15.51% | 29.61%-14.1pp | 44.34%-28.8pp | 41.64%-26.1pp |
| Employer contribution / active EE | $9,686 | $4,723+105.1% | $6,227+55.5% | $2,551+279.7% |
| Participant deferral / active EE | $12,989 | $7,035+84.6% | $9,135+42.2% | $4,139+213.8% |
| Admin fee / account holder | $80,607 | $14,422+458.9% | $16,298+394.6% | $7,234+1014.2% |