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 | $241,878 | $81,248+197.7% | $155,509+55.5% | $80,856+199.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.98% | 33.31%-15.3pp | 64.67%-46.7pp | 35.59%-17.6pp |
| Employer contribution / active EE | $11,738 | $3,100+278.6% | $4,672+151.2% | $2,755+326.1% |
| Participant deferral / active EE | $8,645 | $3,452+150.5% | $5,626+53.7% | $4,296+101.2% |
| Admin fee / account holder | $1,516 | $7,997-81.0% | $15,912-90.5% | $6,918-78.1% |