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 | $214,200 | $110,257+94.3% | $96,544+121.9% | $139,434+53.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.52% | 26.32%-8.8pp | 25.84%-8.3pp | 372.94%-355.4pp |
| Employer contribution / active EE | $16,223 | $3,620+348.2% | $2,965+447.2% | $4,751+241.5% |
| Participant deferral / active EE | $13,022 | $5,548+134.7% | $4,851+168.4% | $6,710+94.1% |
| Admin fee / account holder | $1,470 | $11,591-87.3% | $8,252-82.2% | $11,403-87.1% |