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 | $233,815 | $98,750+136.8% | $149,696+56.2% | $79,858+192.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.20% | 27.43%-10.2pp | 276.60%-259.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $10,015 | $3,216+211.4% | $4,644+115.6% | $2,471+305.3% |
| Participant deferral / active EE | $12,543 | $5,680+120.8% | $6,842+83.3% | $3,740+235.4% |
| Admin fee / account holder | $7,394 | $6,053+22.2% | $9,309-20.6% | $5,306+39.3% |