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 | $219,405 | $95,266+130.3% | $82,389+166.3% | $142,382+54.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.30% | 25.74%-11.4pp | 28.67%-14.4pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,666 | $2,991+22.6% | $2,517+45.7% | $4,299-14.7% |
| Participant deferral / active EE | $7,589 | $4,809+57.8% | $4,155+82.7% | $6,507+16.6% |
| Admin fee / account holder | $9,003 | $8,563+5.1% | $7,231+24.5% | $12,624-28.7% |