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 | $208,368 | $110,257+89.0% | $96,544+115.8% | $139,434+49.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 9.72% | 26.32%-16.6pp | 25.84%-16.1pp | 372.94%-363.2pp |
| Employer contribution / active EE | $7,846 | $3,620+116.8% | $2,965+164.6% | $4,751+65.2% |
| Participant deferral / active EE | $10,604 | $5,548+91.1% | $4,851+118.6% | $6,710+58.0% |
| Admin fee / account holder | $2,259 | $11,591-80.5% | $8,252-72.6% | $11,403-80.2% |