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 | $235,598 | $124,425+89.4% | $112,040+110.3% | $137,256+71.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.22% | 24.72%-9.5pp | 24.52%-9.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $9,516 | $3,411+179.0% | $2,954+222.1% | $4,156+129.0% |
| Participant deferral / active EE | $7,069 | $5,718+23.6% | $5,098+38.7% | $6,407+10.3% |
| Admin fee / account holder | $35,168 | $15,207+131.3% | $12,098+190.7% | $12,270+186.6% |