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 | $217,575 | $86,286+152.2% | $111,297+95.5% | $85,850+153.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 24.66% | 19.99%+4.7pp | 54.65%-30.0pp | 318.53%-293.9pp |
| Employer contribution / active EE | $13,512 | $2,043+561.3% | $2,731+394.7% | $2,565+426.8% |
| Participant deferral / active EE | $4,825 | $3,641+32.5% | $4,487+7.5% | $3,952+22.1% |
| Admin fee / account holder | $1,050 | $8,188-87.2% | $7,964-86.8% | $6,260-83.2% |