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 | $224,507 | $93,571+139.9% | $135,903+65.2% | $75,163+198.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.82% | 30.90%-13.1pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $4,966 | $3,537+40.4% | $4,856+2.3% | $2,670+86.0% |
| Participant deferral / active EE | $11,447 | $6,404+78.7% | $7,758+47.6% | $4,125+177.5% |
| Admin fee / account holder | $3,205 | $6,975-54.1% | $10,762-70.2% | $5,651-43.3% |