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 | $224,789 | $76,367+194.4% | $93,606+140.1% | $72,985+208.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 22.76% | 25.82%-3.1pp | 32.76%-10.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $6,201 | $2,275+172.5% | $2,718+128.1% | $2,440+154.1% |
| Participant deferral / active EE | $8,034 | $3,538+127.1% | $4,069+97.5% | $3,607+122.7% |
| Admin fee / account holder | $9,913 | $6,838+45.0% | $7,888+25.7% | $5,124+93.4% |