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 | $230,879 | $78,705+193.3% | $117,854+95.9% | $70,131+229.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 21.39% | 23.30%-1.9pp | 335.08%-313.7pp | 73.14%-51.7pp |
| Employer contribution / active EE | $7,698 | $2,223+246.2% | $3,786+103.3% | $2,342+228.6% |
| Participant deferral / active EE | $6,265 | $3,297+90.0% | $4,482+39.8% | $3,332+88.0% |
| Admin fee / account holder | $2,185 | $5,065-56.9% | $8,020-72.8% | $4,645-53.0% |