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 | $227,544 | $140,588+61.9% | $123,104+84.8% | $125,391+81.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 4.23% | 16.80%-12.6pp | 13.22%-9.0pp | 282.22%-278.0pp |
| Employer contribution / active EE | $16,246 | $6,041+168.9% | $5,151+215.4% | $4,866+233.9% |
| Participant deferral / active EE | $9,384 | $6,980+34.4% | $6,230+50.6% | $5,352+75.4% |
| Admin fee / account holder | $6,425 | $11,198-42.6% | $9,015-28.7% | $9,540-32.7% |