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 | $236,616 | $87,540+170.3% | $75,781+212.2% | $125,391+88.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 3.20% | 13.48%-10.3pp | 9.68%-6.5pp | 282.22%-279.0pp |
| Employer contribution / active EE | $10,051 | $3,930+155.8% | $3,323+202.4% | $4,866+106.6% |
| Participant deferral / active EE | $11,251 | $4,229+166.0% | $3,651+208.1% | $5,352+110.2% |
| Admin fee / account holder | $1,860 | $6,502-71.4% | $5,299-64.9% | $9,540-80.5% |