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 | $228,454 | $123,793+84.5% | $177,821+28.5% | $79,858+186.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.02% | 22.82%-7.8pp | 48.32%-33.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $31,034 | $4,095+657.8% | $5,918+424.4% | $2,471+1156.0% |
| Participant deferral / active EE | $7,228 | $5,956+21.4% | $7,714-6.3% | $3,740+93.3% |
| Admin fee / account holder | $16,138 | $7,243+122.8% | $12,427+29.9% | $5,306+204.1% |