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 | $240,367 | $81,208+196.0% | $98,907+143.0% | $79,858+201.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 15.05% | 60.99%-45.9pp | 196.43%-181.4pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,624 | $1,960+84.9% | $2,689+34.8% | $2,471+46.7% |
| Participant deferral / active EE | $6,546 | $3,265+100.5% | $4,244+54.2% | $3,740+75.0% |
| Admin fee / account holder | $2,403 | $6,013-60.0% | $6,642-63.8% | $5,306-54.7% |