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 | $247,543 | $103,376+139.5% | $87,100+184.2% | $152,861+61.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 16.64% | 28.10%-11.5pp | 28.19%-11.6pp | 345.32%-328.7pp |
| Employer contribution / active EE | $7,222 | $3,220+124.2% | $2,521+186.4% | $4,762+51.6% |
| Participant deferral / active EE | $6,590 | $4,778+37.9% | $4,049+62.8% | $5,850+12.6% |
| Admin fee / account holder | $1,046 | $12,205-91.4% | $7,497-86.0% | $11,596-91.0% |