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 | $195,115 | $84,233+131.6% | $170,442+14.5% | $70,131+178.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.61% | 23.06%-4.4pp | 205.93%-187.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $3,764 | $3,387+11.1% | $5,433-30.7% | $2,342+60.7% |
| Participant deferral / active EE | $2,974 | $3,086-3.6% | $4,939-39.8% | $3,332-10.7% |
| Admin fee / account holder | $39,478 | $5,698+592.8% | $13,880+184.4% | $4,645+749.8% |