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 | $242,330 | $104,974+130.8% | $95,585+153.5% | $142,382+70.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.53% | 210.33%-195.8pp | 38.56%-24.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $6,483 | $2,779+133.3% | $2,527+156.6% | $4,299+50.8% |
| Participant deferral / active EE | $5,873 | $4,352+35.0% | $4,023+46.0% | $6,507-9.7% |
| Admin fee / account holder | $1,352 | $6,386-78.8% | $6,127-77.9% | $12,624-89.3% |