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 | $241,923 | $157,256+53.8% | $141,162+71.4% | $152,861+58.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.15% | 64.32%-41.2pp | 71.39%-48.2pp | 345.32%-322.2pp |
| Employer contribution / active EE | $12,335 | $5,261+134.5% | $4,735+160.5% | $4,762+159.0% |
| Participant deferral / active EE | $5,858 | $7,109-17.6% | $6,709-12.7% | $5,850+0.1% |
| Admin fee / account holder | $8,971 | $12,120-26.0% | $10,261-12.6% | $11,596-22.6% |