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 | $238,560 | $93,071+156.3% | $74,583+219.9% | $273,961-12.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.36% | 26.18%-16.8pp | 20.47%-11.1pp | 41.45%-32.1pp |
| Employer contribution / active EE | $35,000 | $3,160+1007.8% | $2,525+1286.1% | $4,869+618.9% |
| Participant deferral / active EE | $24,000 | $4,160+476.9% | $3,458+594.0% | $5,287+353.9% |
| Admin fee / account holder | $2,538 | $5,272-51.9% | $4,138-38.7% | $10,132-75.0% |