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 | $207,685 | $171,164+21.3% | $127,761+62.6% | $152,861+35.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 22.99% | 23.54%-0.5pp | 26.14%-3.2pp | 345.32%-322.3pp |
| Employer contribution / active EE | $25,619 | $5,447+370.3% | $4,574+460.1% | $4,762+438.0% |
| Participant deferral / active EE | $0 | $7,038-100.0% | $6,021-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,973 | $14,530-86.4% | $9,395-79.0% | $11,596-83.0% |