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 | $243,085 | $93,571+159.8% | $135,903+78.9% | $75,163+223.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.97% | 30.90%-13.9pp | 68.23%-51.3pp | 160.62%-143.6pp |
| Employer contribution / active EE | $3,237 | $3,537-8.5% | $4,856-33.3% | $2,670+21.3% |
| Participant deferral / active EE | $13,081 | $6,404+104.3% | $7,758+68.6% | $4,125+217.1% |
| Admin fee / account holder | $12,089 | $6,975+73.3% | $10,762+12.3% | $5,651+113.9% |