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 | $205,234 | $110,257+86.1% | $96,544+112.6% | $139,434+47.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 14.05% | 26.32%-12.3pp | 25.84%-11.8pp | 372.94%-358.9pp |
| Employer contribution / active EE | $11,159 | $3,620+208.3% | $2,965+276.4% | $4,751+134.9% |
| Participant deferral / active EE | $15,512 | $5,548+179.6% | $4,851+219.8% | $6,710+131.2% |
| Admin fee / account holder | $531 | $11,591-95.4% | $8,252-93.6% | $11,403-95.3% |