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 | $216,236 | $85,766+152.1% | $136,294+58.7% | $70,131+208.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.13% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $6,324 | $2,966+113.2% | $4,695+34.7% | $2,342+170.0% |
| Participant deferral / active EE | $5,916 | $5,051+17.1% | $6,247-5.3% | $3,332+77.6% |
| Admin fee / account holder | $13,553 | $5,420+150.0% | $9,243+46.6% | $4,645+191.7% |