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 | $95,266+122.3% | $82,389+157.0% | $142,382+48.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.44% | 25.74%-6.3pp | 28.67%-9.2pp | 217.08%-197.6pp |
| Employer contribution / active EE | $5,222 | $2,991+74.6% | $2,517+107.5% | $4,299+21.5% |
| Participant deferral / active EE | $19,663 | $4,809+308.9% | $4,155+373.3% | $6,507+202.2% |
| Admin fee / account holder | $462 | $8,563-94.6% | $7,231-93.6% | $12,624-96.3% |