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 | $223,191 | $104,664+113.2% | $85,682+160.5% | $167,490+33.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 17.72% | 21.45%-3.7pp | 21.49%-3.8pp | 478.56%-460.8pp |
| Employer contribution / active EE | $1,222 | $3,337-63.4% | $2,618-53.3% | $4,837-74.7% |
| Participant deferral / active EE | $7,292 | $4,824+51.1% | $3,923+85.9% | $6,341+15.0% |
| Admin fee / account holder | $19,902 | $10,032+98.4% | $6,873+189.6% | $12,309+61.7% |