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 | $185,674 | $80,717+130.0% | $154,803+19.9% | $84,808+118.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.72% | 37.96%-23.2pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $8,306 | $2,761+200.8% | $4,305+92.9% | $2,631+215.7% |
| Participant deferral / active EE | $4,560 | $3,303+38.0% | $5,540-17.7% | $4,212+8.3% |
| Admin fee / account holder | $69,443 | $6,746+929.4% | $14,329+384.6% | $7,344+845.6% |