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 | $211,135 | $127,065+66.2% | $113,168+86.6% | $142,382+48.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.09% | 24.03%-12.9pp | 24.27%-13.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $11,926 | $3,442+246.5% | $2,975+300.8% | $4,299+177.4% |
| Participant deferral / active EE | $12,192 | $5,716+113.3% | $5,107+138.7% | $6,507+87.4% |
| Admin fee / account holder | $44,400 | $15,736+182.2% | $12,068+267.9% | $12,624+251.7% |