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 | $220,237 | $111,301+97.9% | $112,977+94.9% | $158,922+38.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 14.78% | 26.40%-11.6pp | 24.24%-9.5pp | 302.83%-288.0pp |
| Employer contribution / active EE | $7,366 | $4,471+64.7% | $4,255+73.1% | $4,761+54.7% |
| Participant deferral / active EE | $7,228 | $5,880+22.9% | $5,836+23.9% | $5,982+20.8% |
| Admin fee / account holder | $965 | $8,392-88.5% | $6,294-84.7% | $11,246-91.4% |