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 | $192,623 | $71,050+171.1% | $93,606+105.8% | $80,856+138.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 16.06% | 11.26%+4.8pp | 133.20%-117.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $6,287 | $1,564+302.1% | $2,420+159.8% | $2,755+128.2% |
| Participant deferral / active EE | $6,803 | $4,034+68.7% | $4,411+54.2% | $4,296+58.4% |
| Admin fee / account holder | $7,562 | $6,945+8.9% | $8,285-8.7% | $6,918+9.3% |