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 | $194,865 | $48,570+301.2% | $130,648+49.2% | $72,985+167.0% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 18.30% | 38.63%-20.3pp | 1708.96%-1690.7pp | 81.00%-62.7pp |
| Employer contribution / active EE | $3,704 | $1,334+177.6% | $4,092-9.5% | $2,440+51.8% |
| Participant deferral / active EE | $7,224 | $2,384+203.0% | $3,603+100.5% | $3,607+100.2% |
| Admin fee / account holder | $5,011 | $3,549+41.2% | $5,464-8.3% | $5,124-2.2% |