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 | $248,755 | $72,492+243.1% | $87,100+185.6% | $72,985+240.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.73% | 24.46%-0.7pp | 28.19%-4.5pp | 81.00%-57.3pp |
| Employer contribution / active EE | $13,082 | $1,894+590.8% | $2,521+418.9% | $2,440+436.2% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $25,247 | $5,055+399.5% | $7,497+236.8% | $5,124+392.7% |