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 | $234,668 | $83,477+181.1% | $125,175+87.5% | $72,985+221.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 22.28% | 25.78%-3.5pp | 43.79%-21.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $9,136 | $2,345+289.6% | $3,865+136.4% | $2,440+274.4% |
| Participant deferral / active EE | $7,176 | $3,585+100.1% | $4,937+45.4% | $3,607+98.9% |
| Admin fee / account holder | $2,689 | $5,517-51.3% | $9,702-72.3% | $5,124-47.5% |