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 | $218,504 | $90,503+141.4% | $78,689+177.7% | $273,961-20.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 15.20% | 75.60%-60.4pp | 62.18%-47.0pp | 41.45%-26.2pp |
| Employer contribution / active EE | $23,470 | $3,176+639.0% | $2,851+723.3% | $4,869+382.1% |
| Participant deferral / active EE | $11,713 | $3,901+200.2% | $3,517+233.1% | $5,287+121.5% |
| Admin fee / account holder | $3,150 | $5,263-40.2% | $4,510-30.2% | $10,132-68.9% |