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 | $194,851 | $61,272+218.0% | $149,673+30.2% | $71,457+172.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 18.81% | 35.85%-17.0pp | 134.42%-115.6pp | 28.85%-10.0pp |
| Employer contribution / active EE | $7,317 | $2,378+207.7% | $4,818+51.9% | $2,588+182.8% |
| Participant deferral / active EE | $6,546 | $2,917+124.4% | $5,680+15.2% | $4,289+52.6% |
| Admin fee / account holder | $2,595 | $1,261+105.7% | $13,210-80.4% | $1,587+63.5% |