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 8-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 | $193,938 | $85,022+128.1% | $70,515+175.0% | $139,434+39.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 10.48% | 30.38%-19.9pp | 32.77%-22.3pp | 372.94%-362.5pp |
| Employer contribution / active EE | $38,206 | $3,909+877.4% | $2,973+1184.9% | $4,751+704.2% |
| Participant deferral / active EE | $22,500 | $5,890+282.0% | $4,567+392.7% | $6,710+235.3% |
| Admin fee / account holder | $46,813 | $8,906+425.6% | $6,412+630.1% | $11,403+310.5% |