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 | $215,077 | $94,338+128.0% | $100,534+113.9% | $142,382+51.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 13.78% | 29.20%-15.4pp | 32.66%-18.9pp | 217.08%-203.3pp |
| Employer contribution / active EE | $7,061 | $4,237+66.6% | $4,346+62.5% | $4,299+64.2% |
| Participant deferral / active EE | $8,681 | $5,934+46.3% | $6,144+41.3% | $6,507+33.4% |
| Admin fee / account holder | $8,126 | $8,421-3.5% | $7,654+6.2% | $12,624-35.6% |