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 | $232,839 | $93,571+148.8% | $135,903+71.3% | $75,163+209.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.43% | 30.90%-13.5pp | 68.23%-50.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $23,042 | $3,537+551.5% | $4,856+374.5% | $2,670+763.1% |
| Participant deferral / active EE | $11,297 | $6,404+76.4% | $7,758+45.6% | $4,125+173.9% |
| Admin fee / account holder | $2,529 | $6,975-63.7% | $10,762-76.5% | $5,651-55.2% |