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 | $230,518 | $124,425+85.3% | $112,040+105.7% | $137,256+67.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.79% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.6pp |
| Employer contribution / active EE | $11,371 | $3,411+233.3% | $2,954+285.0% | $4,156+173.6% |
| Participant deferral / active EE | $7,273 | $5,718+27.2% | $5,098+42.7% | $6,407+13.5% |
| Admin fee / account holder | $2,834 | $15,207-81.4% | $12,098-76.6% | $12,270-76.9% |