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 | $211,735 | $87,166+142.9% | $76,735+175.9% | $137,256+54.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 19.44% | 26.50%-7.1pp | 29.77%-10.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $5,222 | $2,904+79.8% | $2,454+112.8% | $4,156+25.6% |
| Participant deferral / active EE | $19,663 | $4,726+316.1% | $4,088+381.0% | $6,407+206.9% |
| Admin fee / account holder | $462 | $8,403-94.5% | $7,189-93.6% | $12,270-96.2% |