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 | $200,400 | $106,749+87.7% | $145,433+37.8% | $82,448+143.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.63% | 27.59%-8.0pp | 66.58%-46.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $30,255 | $3,444+778.4% | $4,554+564.3% | $2,551+1086.0% |
| Participant deferral / active EE | $7,854 | $6,519+20.5% | $7,897-0.6% | $4,139+89.7% |
| Admin fee / account holder | $15,038 | $8,390+79.2% | $13,129+14.5% | $7,234+107.9% |