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 | $240,421 | $116,175+106.9% | $93,606+156.8% | $152,861+57.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 15.58% | 35.96%-20.4pp | 32.76%-17.2pp | 345.32%-329.7pp |
| Employer contribution / active EE | $7,133 | $3,218+121.7% | $2,718+162.4% | $4,762+49.8% |
| Participant deferral / active EE | $8,119 | $4,603+76.4% | $4,069+99.5% | $5,850+38.8% |
| Admin fee / account holder | $1,442 | $10,748-86.6% | $7,888-81.7% | $11,596-87.6% |