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 | $141,615 | $81,208+74.4% | $98,907+43.2% | $79,858+77.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 18.25% | 60.99%-42.7pp | 196.43%-178.2pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,494 | $1,960+27.3% | $2,689-7.2% | $2,471+1.0% |
| Participant deferral / active EE | $6,016 | $3,265+84.3% | $4,244+41.8% | $3,740+60.9% |
| Admin fee / account holder | $7,652 | $6,013+27.3% | $6,642+15.2% | $5,306+44.2% |