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 | $235,435 | $94,338+149.6% | $100,534+134.2% | $142,382+65.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 15.00% | 29.20%-14.2pp | 32.66%-17.7pp | 217.08%-202.1pp |
| Employer contribution / active EE | $8,543 | $4,237+101.6% | $4,346+96.6% | $4,299+98.7% |
| Participant deferral / active EE | $12,696 | $5,934+113.9% | $6,144+106.6% | $6,507+95.1% |
| Admin fee / account holder | $14,185 | $8,421+68.4% | $7,654+85.3% | $12,624+12.4% |