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 | $220,927 | $96,965+127.8% | $97,995+125.4% | $147,584+49.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 16.53% | 24.11%-7.6pp | 23.94%-7.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $7,310 | $4,536+61.1% | $4,158+75.8% | $4,876+49.9% |
| Participant deferral / active EE | $6,892 | $5,081+35.6% | $5,097+35.2% | $5,439+26.7% |
| Admin fee / account holder | $2,865 | $8,120-64.7% | $5,943-51.8% | $10,885-73.7% |