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 5-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 | $220,099 | $85,766+156.6% | $136,294+61.5% | $70,131+213.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 29.66% | 31.45%-1.8pp | 5155.94%-5126.3pp | 73.14%-43.5pp |
| Employer contribution / active EE | $13,107 | $2,966+341.9% | $4,695+179.2% | $2,342+459.6% |
| Participant deferral / active EE | $14,495 | $5,051+186.9% | $6,247+132.0% | $3,332+335.1% |
| Admin fee / account holder | $5,909 | $5,420+9.0% | $9,243-36.1% | $4,645+27.2% |