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 | $211,304 | $114,237+85.0% | $119,258+77.2% | $167,490+26.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 14.10% | 29.87%-15.8pp | 30.69%-16.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $9,229 | $4,481+105.9% | $4,384+110.5% | $4,837+90.8% |
| Participant deferral / active EE | $5,363 | $6,084-11.8% | $6,111-12.2% | $6,341-15.4% |
| Admin fee / account holder | $5,786 | $8,932-35.2% | $7,226-19.9% | $12,309-53.0% |