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 | $225,766 | $99,341+127.3% | $84,750+166.4% | $273,961-17.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 21.90% | 22.93%-1.0pp | 22.78%-0.9pp | 41.45%-19.6pp |
| Employer contribution / active EE | $1,085 | $4,214-74.3% | $3,574-69.7% | $4,869-77.7% |
| Participant deferral / active EE | $7,615 | $4,269+78.4% | $3,712+105.2% | $5,287+44.0% |
| Admin fee / account holder | $40,524 | $6,644+509.9% | $5,332+660.0% | $10,132+300.0% |