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 | $217,325 | $132,634+63.9% | $115,768+87.7% | $137,256+58.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.39% | 160.70%-146.3pp | 100.46%-86.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,345 | $3,360-30.2% | $2,940-20.2% | $4,156-43.6% |
| Participant deferral / active EE | $4,660 | $5,619-17.1% | $4,917-5.2% | $6,407-27.3% |
| Admin fee / account holder | $3,172 | $15,028-78.9% | $12,439-74.5% | $12,270-74.2% |