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 | $216,677 | $80,717+168.4% | $154,803+40.0% | $84,808+155.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 21.35% | 37.96%-16.6pp | 58.88%-37.5pp | 40.90%-19.5pp |
| Employer contribution / active EE | $13,934 | $2,761+404.6% | $4,305+223.6% | $2,631+429.6% |
| Participant deferral / active EE | $20,890 | $3,303+532.4% | $5,540+277.0% | $4,212+396.0% |
| Admin fee / account holder | $44,867 | $6,746+565.1% | $14,329+213.1% | $7,344+511.0% |