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 | $222,964 | $106,515+109.3% | $96,683+130.6% | $139,434+59.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.29% | 38.43%-25.1pp | 35.69%-22.4pp | 372.94%-359.7pp |
| Employer contribution / active EE | $5,794 | $4,103+41.2% | $3,737+55.1% | $4,751+22.0% |
| Participant deferral / active EE | $2,405 | $5,454-55.9% | $4,878-50.7% | $6,710-64.2% |
| Admin fee / account holder | $30,161 | $7,877+282.9% | $6,730+348.2% | $11,403+164.5% |