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 | $217,156 | $93,571+132.1% | $135,903+59.8% | $75,163+188.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.95% | 30.90%-10.0pp | 68.23%-47.3pp | 160.62%-139.7pp |
| Employer contribution / active EE | $8,985 | $3,537+154.0% | $4,856+85.0% | $2,670+236.5% |
| Participant deferral / active EE | $10,598 | $6,404+65.5% | $7,758+36.6% | $4,125+156.9% |
| Admin fee / account holder | $7,285 | $6,975+4.4% | $10,762-32.3% | $5,651+28.9% |