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 | $227,378 | $95,266+138.7% | $82,389+176.0% | $142,382+59.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.03% | 25.74%-12.7pp | 28.67%-15.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $7,444 | $2,991+148.9% | $2,517+195.7% | $4,299+73.2% |
| Participant deferral / active EE | $2,985 | $4,809-37.9% | $4,155-28.1% | $6,507-54.1% |
| Admin fee / account holder | $11,667 | $8,563+36.2% | $7,231+61.4% | $12,624-7.6% |