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 | $237,193 | $127,065+86.7% | $113,168+109.6% | $142,382+66.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.25% | 24.03%-8.8pp | 24.27%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $8,727 | $3,442+153.6% | $2,975+193.3% | $4,299+103.0% |
| Participant deferral / active EE | $6,403 | $5,716+12.0% | $5,107+25.4% | $6,507-1.6% |
| Admin fee / account holder | $18,140 | $15,736+15.3% | $12,068+50.3% | $12,624+43.7% |