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 | $192,510 | $77,899+147.1% | $149,673+28.6% | $75,163+156.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.96% | 31.72%-12.8pp | 134.42%-115.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $6,637 | $3,137+111.6% | $4,818+37.8% | $2,670+148.6% |
| Participant deferral / active EE | $4,569 | $3,411+33.9% | $5,680-19.6% | $4,125+10.7% |
| Admin fee / account holder | $1,175 | $5,956-80.3% | $13,210-91.1% | $5,651-79.2% |