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 | $210,880 | $80,717+161.3% | $154,803+36.2% | $84,808+148.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 21.68% | 37.96%-16.3pp | 58.88%-37.2pp | 40.90%-19.2pp |
| Employer contribution / active EE | $7,801 | $2,761+182.5% | $4,305+81.2% | $2,631+196.5% |
| Participant deferral / active EE | $4,731 | $3,303+43.2% | $5,540-14.6% | $4,212+12.3% |
| Admin fee / account holder | $350 | $6,746-94.8% | $14,329-97.6% | $7,344-95.2% |