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 | $214,512 | $110,257+94.6% | $96,544+122.2% | $139,434+53.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.34% | 26.32%-16.0pp | 25.84%-15.5pp | 372.94%-362.6pp |
| Employer contribution / active EE | $13,197 | $3,620+264.6% | $2,965+345.1% | $4,751+177.8% |
| Participant deferral / active EE | $8,463 | $5,548+52.5% | $4,851+74.5% | $6,710+26.1% |
| Admin fee / account holder | $1,395 | $11,591-88.0% | $8,252-83.1% | $11,403-87.8% |