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 | $235,057 | $80,717+191.2% | $154,803+51.8% | $84,808+177.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 19.70% | 37.96%-18.3pp | 58.88%-39.2pp | 40.90%-21.2pp |
| Employer contribution / active EE | $6,472 | $2,761+134.4% | $4,305+50.3% | $2,631+146.0% |
| Participant deferral / active EE | $5,872 | $3,303+77.8% | $5,540+6.0% | $4,212+39.4% |
| Admin fee / account holder | $3,750 | $6,746-44.4% | $14,329-73.8% | $7,344-48.9% |