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 | $223,258 | $78,672+183.8% | $109,143+104.6% | $85,850+160.1% |
| Participation rate | 98.2% | 68.3%+29.9pp | 75.9%+22.3pp | 69.3%+28.9pp |
| Annual return | 27.46% | 25.09%+2.4pp | 25.75%+1.7pp | 318.53%-291.1pp |
| Employer contribution / active EE | $7,635 | $2,735+179.2% | $3,722+105.1% | $2,565+197.7% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,517 | $5,469+0.9% | $6,752-18.3% | $6,260-11.9% |