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 | $199,860 | $91,538+118.3% | $129,995+53.7% | $75,163+165.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.85% | -631.11%+649.0pp | -137.18%+155.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $5,762 | $2,845+102.5% | $4,320+33.4% | $2,670+115.8% |
| Participant deferral / active EE | $8,031 | $4,341+85.0% | $5,820+38.0% | $4,125+94.7% |
| Admin fee / account holder | $10,497 | $6,790+54.6% | $10,614-1.1% | $5,651+85.8% |