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 | $236,760 | $54,705+332.8% | $71,209+232.5% | $84,808+179.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 17.74% | 35.90%-18.2pp | 282.51%-264.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,618 | $2,158+67.7% | $2,721+33.0% | $2,631+37.5% |
| Participant deferral / active EE | $9,076 | $3,030+199.5% | $4,175+117.4% | $4,212+115.5% |
| Admin fee / account holder | $49,232 | $4,863+912.3% | $5,349+820.4% | $7,344+570.4% |