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 | $208,833 | $98,750+111.5% | $149,696+39.5% | $79,858+161.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 25.29% | 27.43%-2.1pp | 276.60%-251.3pp | 31.71%-6.4pp |
| Employer contribution / active EE | $2,739 | $3,216-14.9% | $4,644-41.0% | $2,471+10.8% |
| Participant deferral / active EE | $8,230 | $5,680+44.9% | $6,842+20.3% | $3,740+120.1% |
| Admin fee / account holder | $7,830 | $6,053+29.4% | $9,309-15.9% | $5,306+47.6% |