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 | $206,836 | $93,571+121.0% | $135,903+52.2% | $75,163+175.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.59% | 30.90%-14.3pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $5,349 | $3,537+51.2% | $4,856+10.1% | $2,670+100.4% |
| Participant deferral / active EE | $8,777 | $6,404+37.0% | $7,758+13.1% | $4,125+112.8% |
| Admin fee / account holder | $6,746 | $6,975-3.3% | $10,762-37.3% | $5,651+19.4% |