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 | $230,226 | $106,749+115.7% | $145,433+58.3% | $82,448+179.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.76% | 27.59%-7.8pp | 66.58%-46.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $4,725 | $3,444+37.2% | $4,554+3.7% | $2,551+85.2% |
| Participant deferral / active EE | $11,427 | $6,519+75.3% | $7,897+44.7% | $4,139+176.1% |
| Admin fee / account holder | $2,481 | $8,390-70.4% | $13,129-81.1% | $7,234-65.7% |