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 | $224,433 | $99,341+125.9% | $84,750+164.8% | $273,961-18.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.40% | 22.93%-14.5pp | 22.78%-14.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $7,430 | $4,214+76.3% | $3,574+107.9% | $4,869+52.6% |
| Participant deferral / active EE | $7,650 | $4,269+79.2% | $3,712+106.1% | $5,287+44.7% |
| Admin fee / account holder | $881 | $6,644-86.7% | $5,332-83.5% | $10,132-91.3% |