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 | $248,393 | $102,966+141.2% | $90,281+175.1% | $152,861+62.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.30% | 95.16%-77.9pp | 78.10%-60.8pp | 345.32%-328.0pp |
| Employer contribution / active EE | $5,081 | $3,139+61.9% | $2,854+78.0% | $4,762+6.7% |
| Participant deferral / active EE | $6,820 | $4,281+59.3% | $3,885+75.5% | $5,850+16.6% |
| Admin fee / account holder | $4,490 | $6,171-27.2% | $5,351-16.1% | $11,596-61.3% |