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 | $210,313 | $69,977+200.5% | $108,579+93.7% | $62,891+234.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 8.79% | 10.73%-1.9pp | -51.70%+60.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $6,726 | $2,135+215.0% | $3,758+79.0% | $2,281+194.9% |
| Participant deferral / active EE | $5,493 | $3,165+73.6% | $4,311+27.4% | $3,203+71.5% |
| Admin fee / account holder | $477 | $5,076-90.6% | $7,645-93.8% | $4,296-88.9% |