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 | $228,441 | $73,787+209.6% | $98,716+131.4% | $82,448+177.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 15.60% | 18.57%-3.0pp | 31.81%-16.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $4,861 | $1,511+221.7% | $2,279+113.3% | $2,551+90.6% |
| Participant deferral / active EE | $7,808 | $3,081+153.4% | $4,048+92.9% | $4,139+88.6% |
| Admin fee / account holder | $47,570 | $6,500+631.8% | $8,703+446.6% | $7,234+557.6% |