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 | $228,836 | $111,535+105.2% | $105,223+117.5% | $137,256+66.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.96% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,985 | $3,939+1.2% | $3,689+8.0% | $4,156-4.1% |
| Participant deferral / active EE | $9,006 | $5,500+63.7% | $5,072+77.6% | $6,407+40.6% |
| Admin fee / account holder | $2,956 | $9,721-69.6% | $8,859-66.6% | $12,270-75.9% |