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 | $200,466 | $127,065+57.8% | $113,168+77.1% | $142,382+40.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.17% | 24.03%-10.9pp | 24.27%-11.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $11,181 | $3,442+224.8% | $2,975+275.8% | $4,299+160.1% |
| Participant deferral / active EE | $4,324 | $5,716-24.3% | $5,107-15.3% | $6,507-33.5% |
| Admin fee / account holder | $7,446 | $15,736-52.7% | $12,068-38.3% | $12,624-41.0% |