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 | $199,073 | $64,348+209.4% | $90,160+120.8% | $70,131+183.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.61% | 28.13%-10.5pp | 34.88%-17.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $7,247 | $2,046+254.3% | $3,318+118.4% | $2,342+209.4% |
| Participant deferral / active EE | $8,705 | $4,389+98.3% | $5,288+64.6% | $3,332+161.3% |
| Admin fee / account holder | $42,429 | $3,944+975.9% | $5,943+613.9% | $4,645+813.4% |