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 | $51,638+358.5% | $68,368+246.3% | $82,448+187.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 17.74% | 37.53%-19.8pp | 292.57%-274.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,618 | $2,047+76.8% | $2,649+36.6% | $2,551+41.8% |
| Participant deferral / active EE | $9,076 | $2,914+211.5% | $4,123+120.2% | $4,139+119.3% |
| Admin fee / account holder | $49,232 | $4,643+960.3% | $5,150+856.0% | $7,234+580.5% |