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 | $233,678 | $48,364+383.2% | $71,796+225.5% | $62,891+271.6% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 9.59% | 13.16%-3.6pp | 78.04%-68.4pp | 20.14%-10.6pp |
| Employer contribution / active EE | $3,824 | $1,042+267.0% | $1,924+98.7% | $2,281+67.6% |
| Participant deferral / active EE | $9,013 | $2,091+331.0% | $2,794+222.5% | $3,203+181.4% |
| Admin fee / account holder | $746 | $3,771-80.2% | $4,815-84.5% | $4,296-82.6% |