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 | $196,011 | $80,717+142.8% | $154,803+26.6% | $84,808+131.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.79% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $8,316 | $2,761+201.2% | $4,305+93.2% | $2,631+216.1% |
| Participant deferral / active EE | $9,443 | $3,303+185.9% | $5,540+70.4% | $4,212+124.2% |
| Admin fee / account holder | $85,170 | $6,746+1162.6% | $14,329+494.4% | $7,344+1059.8% |