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 | $225,755 | $82,032+175.2% | $123,104+83.4% | $59,632+278.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 1.01% | 5.12%-4.1pp | 13.22%-12.2pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $2,340 | $3,297-29.0% | $5,151-54.6% | $2,203+6.2% |
| Participant deferral / active EE | $11,674 | $4,667+150.2% | $6,230+87.4% | $3,192+265.8% |
| Admin fee / account holder | $1,554 | $5,881-73.6% | $9,015-82.8% | $4,297-63.8% |