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 | $234,930 | $154,228+52.3% | $145,433+61.5% | $137,256+71.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.56% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $9,718 | $4,804+102.3% | $4,554+113.4% | $4,156+133.8% |
| Participant deferral / active EE | $17,817 | $8,216+116.8% | $7,897+125.6% | $6,407+178.1% |
| Admin fee / account holder | $6,951 | $14,344-51.5% | $13,129-47.1% | $12,270-43.4% |