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 | $242,361 | $77,899+211.1% | $149,673+61.9% | $75,163+222.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.00% | 31.72%-12.7pp | 134.42%-115.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $3,383 | $3,137+7.8% | $4,818-29.8% | $2,670+26.7% |
| Participant deferral / active EE | $8,463 | $3,411+148.1% | $5,680+49.0% | $4,125+105.2% |
| Admin fee / account holder | $4,372 | $5,956-26.6% | $13,210-66.9% | $5,651-22.6% |