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 | $193,215 | $65,365+195.6% | $92,893+108.0% | $72,985+164.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 16.47% | 42.10%-25.6pp | 109.41%-92.9pp | 81.00%-64.5pp |
| Employer contribution / active EE | $12,202 | $2,594+370.4% | $3,653+234.0% | $2,440+400.1% |
| Participant deferral / active EE | $2,087 | $3,128-33.3% | $4,236-50.7% | $3,607-42.2% |
| Admin fee / account holder | $4,055 | $4,251-4.6% | $5,794-30.0% | $5,124-20.9% |