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 | $224,690 | $148,978+50.8% | $200,582+12.0% | $84,808+164.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.03% | 28.16%-14.1pp | 42.33%-28.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $15,840 | $4,815+229.0% | $6,419+146.8% | $2,631+502.1% |
| Participant deferral / active EE | $10,576 | $7,142+48.1% | $9,331+13.3% | $4,212+151.1% |
| Admin fee / account holder | $18,167 | $13,977+30.0% | $16,305+11.4% | $7,344+147.4% |