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 | $221,112 | $89,753+146.4% | $107,525+105.6% | $84,808+160.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.74% | 29.48%-13.7pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $12,596 | $3,113+304.6% | $3,754+235.6% | $2,631+378.7% |
| Participant deferral / active EE | $13,825 | $4,056+240.8% | $5,116+170.2% | $4,212+228.3% |
| Admin fee / account holder | $6,292 | $7,222-12.9% | $8,919-29.5% | $7,344-14.3% |