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 | $227,665 | $110,257+106.5% | $96,544+135.8% | $139,434+63.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.80% | 26.32%-12.5pp | 25.84%-12.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $7,873 | $3,620+117.5% | $2,965+165.5% | $4,751+65.7% |
| Participant deferral / active EE | $6,486 | $5,548+16.9% | $4,851+33.7% | $6,710-3.3% |
| Admin fee / account holder | $14,192 | $11,591+22.4% | $8,252+72.0% | $11,403+24.5% |