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 | $207,631 | $55,706+272.7% | $75,886+173.6% | $72,985+184.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 18.71% | 27.59%-8.9pp | 30.76%-12.0pp | 81.00%-62.3pp |
| Employer contribution / active EE | $3,533 | $1,687+109.5% | $2,500+41.3% | $2,440+44.8% |
| Participant deferral / active EE | $9,475 | $2,634+259.7% | $3,603+163.0% | $3,607+162.7% |
| Admin fee / account holder | $13,463 | $3,978+238.4% | $5,418+148.5% | $5,124+162.7% |