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 | $238,054 | $99,985+138.1% | $146,665+62.3% | $85,850+177.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.35% | 18.93%-7.6pp | 22.74%-11.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $3,854 | $2,559+50.6% | $4,136-6.8% | $2,565+50.2% |
| Participant deferral / active EE | $7,813 | $4,006+95.0% | $5,506+41.9% | $3,952+97.7% |
| Admin fee / account holder | $2,495 | $7,702-67.6% | $10,280-75.7% | $6,260-60.1% |