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 | $221,277 | $163,101+35.7% | $136,749+61.8% | $142,382+55.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.51% | 27.54%-16.0pp | 24.33%-12.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,544 | $4,117-38.2% | $3,400-25.2% | $4,299-40.8% |
| Participant deferral / active EE | $2,597 | $5,585-53.5% | $4,692-44.7% | $6,507-60.1% |
| Admin fee / account holder | $50,864 | $14,318+255.2% | $11,386+346.7% | $12,624+302.9% |