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 | $220,461 | $86,286+155.5% | $111,297+98.1% | $85,850+156.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 14.75% | 19.99%-5.2pp | 54.65%-39.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $7,412 | $2,043+262.7% | $2,731+171.4% | $2,565+188.9% |
| Participant deferral / active EE | $6,659 | $3,641+82.9% | $4,487+48.4% | $3,952+68.5% |
| Admin fee / account holder | $969 | $8,188-88.2% | $7,964-87.8% | $6,260-84.5% |