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 | $220,645 | $93,571+135.8% | $135,903+62.4% | $75,163+193.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.46% | 30.90%-13.4pp | 68.23%-50.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $4,810 | $3,537+36.0% | $4,856-0.9% | $2,670+80.2% |
| Participant deferral / active EE | $9,062 | $6,404+41.5% | $7,758+16.8% | $4,125+119.7% |
| Admin fee / account holder | $4,763 | $6,975-31.7% | $10,762-55.7% | $5,651-15.7% |