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 | $196,383 | $146,267+34.3% | $197,124-0.4% | $82,448+138.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 18.20% | 29.61%-11.4pp | 44.34%-26.1pp | 41.64%-23.4pp |
| Employer contribution / active EE | $18,229 | $4,723+285.9% | $6,227+192.7% | $2,551+614.6% |
| Participant deferral / active EE | $16,277 | $7,035+131.4% | $9,135+78.2% | $4,139+293.2% |
| Admin fee / account holder | $3,319 | $14,422-77.0% | $16,298-79.6% | $7,234-54.1% |