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 | $182,374 | $46,869+289.1% | $122,332+49.1% | $70,131+160.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 16.18% | 24.22%-8.0pp | 30.27%-14.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $4,999 | $1,288+288.2% | $4,050+23.4% | $2,342+113.4% |
| Participant deferral / active EE | $8,213 | $2,166+279.1% | $3,287+149.9% | $3,332+146.5% |
| Admin fee / account holder | $1,584 | $3,322-52.3% | $5,478-71.1% | $4,645-65.9% |