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 | $222,493 | $78,103+184.9% | $289,028-23.0% | $116,875+90.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 78.0%+22.0pp | 74.5%+25.5pp |
| Annual return | 17.82% | 15.26%+2.6pp | 243.94%-226.1pp | 16.29%+1.5pp |
| Employer contribution / active EE | $9,137 | $2,718+236.2% | $6,326+44.4% | $3,288+177.9% |
| Participant deferral / active EE | $10,206 | $2,921+249.4% | $4,804+112.5% | $3,885+162.7% |
| Admin fee / account holder | $3,602 | $8,683-58.5% | $14,050-74.4% | $12,263-70.6% |