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 | $246,714 | $201,272+22.6% | $184,203+33.9% | $145,922+69.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.25% | 29.00%-9.8pp | 28.81%-9.6pp | 561.29%-542.0pp |
| Employer contribution / active EE | $20,732 | $7,022+195.3% | $6,427+222.6% | $4,660+344.9% |
| Participant deferral / active EE | $20,072 | $9,806+104.7% | $9,131+119.8% | $6,688+200.1% |
| Admin fee / account holder | $7,781 | $16,364-52.4% | $13,901-44.0% | $13,397-41.9% |