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 | $196,942 | $58,208+238.3% | $81,812+140.7% | $80,856+143.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.35% | 41.66%-30.3pp | 773.79%-762.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $5,173 | $2,340+121.1% | $2,912+77.6% | $2,755+87.8% |
| Participant deferral / active EE | $7,746 | $3,281+136.1% | $4,319+79.4% | $4,296+80.3% |
| Admin fee / account holder | $8,348 | $4,981+67.6% | $7,386+13.0% | $6,918+20.7% |