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 | $217,462 | $83,477+160.5% | $125,175+73.7% | $72,985+198.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 25.98% | 25.78%+0.2pp | 43.79%-17.8pp | 81.00%-55.0pp |
| Employer contribution / active EE | $3,377 | $2,345+44.0% | $3,865-12.6% | $2,440+38.4% |
| Participant deferral / active EE | $5,875 | $3,585+63.8% | $4,937+19.0% | $3,607+62.8% |
| Admin fee / account holder | $615 | $5,517-88.9% | $9,702-93.7% | $5,124-88.0% |