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 | $245,953 | $106,584+130.8% | $101,326+142.7% | $142,382+72.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.11% | 36.93%-18.8pp | 36.82%-18.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $16,888 | $3,956+326.9% | $3,665+360.8% | $4,299+292.8% |
| Participant deferral / active EE | $14,729 | $8,297+77.5% | $7,994+84.3% | $6,507+126.4% |
| Admin fee / account holder | $2,350 | $11,446-79.5% | $11,185-79.0% | $12,624-81.4% |