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 | $193,808 | $89,753+115.9% | $107,525+80.2% | $84,808+128.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.20% | 29.48%-16.3pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $13,048 | $3,113+319.1% | $3,754+247.6% | $2,631+395.9% |
| Participant deferral / active EE | $5,510 | $4,056+35.9% | $5,116+7.7% | $4,212+30.8% |
| Admin fee / account holder | $9,592 | $7,222+32.8% | $8,919+7.6% | $7,344+30.6% |