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 | $235,610 | $117,983+99.7% | $101,794+131.5% | $142,382+65.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.10% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $7,985 | $2,773+188.0% | $2,289+248.8% | $4,299+85.7% |
| Participant deferral / active EE | $14,721 | $4,714+212.3% | $4,084+260.4% | $6,507+126.2% |
| Admin fee / account holder | $3,803 | $10,433-63.5% | $8,777-56.7% | $12,624-69.9% |