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 | $237,200 | $95,971+147.2% | $74,550+218.2% | $135,375+75.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 11.25% | 56.96%-45.7pp | 32.53%-21.3pp | 519.73%-508.5pp |
| Employer contribution / active EE | $7,825 | $2,716+188.1% | $1,961+299.0% | $4,779+63.7% |
| Participant deferral / active EE | $7,491 | $3,843+94.9% | $3,108+141.0% | $5,609+33.6% |
| Admin fee / account holder | $1,977 | $6,522-69.7% | $5,060-60.9% | $10,827-81.7% |