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 | $191,171 | $70,428+171.4% | $96,562+98.0% | $85,850+122.7% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 13.49% | 18.59%-5.1pp | 37.78%-24.3pp | 318.53%-305.0pp |
| Employer contribution / active EE | $5,172 | $1,413+266.1% | $2,356+119.5% | $2,565+101.6% |
| Participant deferral / active EE | $4,380 | $2,894+51.4% | $3,849+13.8% | $3,952+10.8% |
| Admin fee / account holder | $5,424 | $4,997+8.6% | $6,181-12.2% | $6,260-13.3% |