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 | $224,357 | $87,540+156.3% | $75,781+196.1% | $125,391+78.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 3.63% | 13.48%-9.9pp | 9.68%-6.0pp | 282.22%-278.6pp |
| Employer contribution / active EE | $13,067 | $3,930+232.5% | $3,323+293.2% | $4,866+168.5% |
| Participant deferral / active EE | $21,389 | $4,229+405.8% | $3,651+485.8% | $5,352+299.7% |
| Admin fee / account holder | $1,042 | $6,502-84.0% | $5,299-80.3% | $9,540-89.1% |