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 5-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 | $200,929 | $163,101+23.2% | $136,749+46.9% | $142,382+41.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.47% | 27.54%-10.1pp | 24.33%-6.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $10,083 | $4,117+144.9% | $3,400+196.6% | $4,299+134.5% |
| Participant deferral / active EE | $25,583 | $5,585+358.1% | $4,692+445.2% | $6,507+293.1% |
| Admin fee / account holder | $57,480 | $14,318+301.4% | $11,386+404.8% | $12,624+355.3% |