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 | $182,316 | $48,076+279.2% | $78,689+131.7% | $62,891+189.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.97% | 31.35%-23.4pp | 62.18%-54.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $13,745 | $2,015+582.2% | $2,851+382.2% | $2,281+502.6% |
| Participant deferral / active EE | $7,767 | $2,588+200.1% | $3,517+120.8% | $3,203+142.5% |
| Admin fee / account holder | $1,706 | $3,207-46.8% | $4,510-62.2% | $4,296-60.3% |