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 | $215,159 | $102,605+109.7% | $145,661+47.7% | $84,808+153.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 16.50% | 26.50%-10.0pp | 101.46%-85.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $9,048 | $3,325+172.1% | $4,238+113.5% | $2,631+243.9% |
| Participant deferral / active EE | $11,336 | $5,750+97.1% | $7,198+57.5% | $4,212+169.2% |
| Admin fee / account holder | $2,268 | $8,758-74.1% | $12,466-81.8% | $7,344-69.1% |