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 | $234,900 | $95,862+145.0% | $79,550+195.3% | $134,475+74.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 14.13% | -2.69%+16.8pp | 0.16%+14.0pp | 417.96%-403.8pp |
| Employer contribution / active EE | $14,743 | $3,128+371.3% | $2,413+510.9% | $4,740+211.0% |
| Participant deferral / active EE | $8,752 | $4,693+86.5% | $3,985+119.6% | $6,400+36.8% |
| Admin fee / account holder | $1,656 | $9,126-81.9% | $6,832-75.8% | $11,426-85.5% |