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 | $215,515 | $102,382+110.5% | $147,005+46.6% | $80,874+166.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 21.41% | 134.89%-113.5pp | 418.76%-397.4pp | 35.62%-14.2pp |
| Employer contribution / active EE | $5,632 | $3,715+51.6% | $4,934+14.1% | $2,756+104.4% |
| Participant deferral / active EE | $7,850 | $6,646+18.1% | $8,070-2.7% | $4,297+82.7% |
| Admin fee / account holder | $1,168 | $7,942-85.3% | $13,006-91.0% | $6,935-83.2% |