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 | $214,551 | $89,753+139.0% | $107,525+99.5% | $84,808+153.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 21.04% | 29.48%-8.4pp | 181.32%-160.3pp | 40.90%-19.9pp |
| Employer contribution / active EE | $3,151 | $3,113+1.2% | $3,754-16.0% | $2,631+19.8% |
| Participant deferral / active EE | $7,470 | $4,056+84.2% | $5,116+46.0% | $4,212+77.4% |
| Admin fee / account holder | $18,484 | $7,222+155.9% | $8,919+107.3% | $7,344+151.7% |