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 | $197,243 | $79,449+148.3% | $189,557+4.1% | $85,850+129.8% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 14.11% | 18.45%-4.3pp | 64.17%-50.1pp | 318.53%-304.4pp |
| Employer contribution / active EE | $7,498 | $2,081+260.3% | $4,412+69.9% | $2,565+192.3% |
| Participant deferral / active EE | $9,522 | $4,051+135.0% | $6,174+54.2% | $3,952+141.0% |
| Admin fee / account holder | $1,664 | $5,377-69.0% | $9,807-83.0% | $6,260-73.4% |