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 | $198,531 | $85,766+131.5% | $136,294+45.7% | $70,131+183.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.13% | 31.45%-14.3pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $11,665 | $2,966+293.3% | $4,695+148.4% | $2,342+398.0% |
| Participant deferral / active EE | $9,063 | $5,051+79.4% | $6,247+45.1% | $3,332+172.0% |
| Admin fee / account holder | $23,032 | $5,420+324.9% | $9,243+149.2% | $4,645+395.8% |