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 | $98,652+118.1% | $142,942+50.5% | $82,448+161.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.8%+23.2pp | 68.1%+31.9pp |
| Annual return | 16.50% | 22.65%-6.2pp | 113.70%-97.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $9,048 | $3,211+181.8% | $4,139+118.6% | $2,551+254.7% |
| Participant deferral / active EE | $11,336 | $5,580+103.2% | $7,128+59.0% | $4,139+173.9% |
| Admin fee / account holder | $2,268 | $8,078-71.9% | $12,475-81.8% | $7,234-68.6% |