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 | $238,465 | $91,538+160.5% | $129,995+83.4% | $75,163+217.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 19.39% | -631.11%+650.5pp | -137.18%+156.6pp | 160.62%-141.2pp |
| Employer contribution / active EE | $8,435 | $2,845+196.5% | $4,320+95.3% | $2,670+216.0% |
| Participant deferral / active EE | $5,071 | $4,341+16.8% | $5,820-12.9% | $4,125+22.9% |
| Admin fee / account holder | $3,343 | $6,790-50.8% | $10,614-68.5% | $5,651-40.8% |