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 5-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 | $223,669 | $95,266+134.8% | $82,389+171.5% | $142,382+57.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.37% | 25.74%-9.4pp | 28.67%-12.3pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,237 | $2,991+8.2% | $2,517+28.6% | $4,299-24.7% |
| Participant deferral / active EE | $14,684 | $4,809+205.4% | $4,155+253.4% | $6,507+125.7% |
| Admin fee / account holder | $55,651 | $8,563+549.9% | $7,231+669.7% | $12,624+340.8% |