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 | $240,295 | $148,978+61.3% | $200,582+19.8% | $84,808+183.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.38% | 28.16%-11.8pp | 42.33%-26.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $9,358 | $4,815+94.3% | $6,419+45.8% | $2,631+255.7% |
| Participant deferral / active EE | $11,179 | $7,142+56.5% | $9,331+19.8% | $4,212+165.4% |
| Admin fee / account holder | $11,877 | $13,977-15.0% | $16,305-27.2% | $7,344+61.7% |