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 | $188,828 | $81,248+132.4% | $155,509+21.4% | $80,856+133.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.13% | 33.31%-21.2pp | 64.67%-52.5pp | 35.59%-23.5pp |
| Employer contribution / active EE | $13,215 | $3,100+326.3% | $4,672+182.8% | $2,755+379.7% |
| Participant deferral / active EE | $9,712 | $3,452+181.4% | $5,626+72.6% | $4,296+126.1% |
| Admin fee / account holder | $7,684 | $7,997-3.9% | $15,912-51.7% | $6,918+11.1% |