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 | $229,254 | $98,750+132.2% | $149,696+53.1% | $79,858+187.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.80% | 27.43%-11.6pp | 276.60%-260.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $3,496 | $3,216+8.7% | $4,644-24.7% | $2,471+41.5% |
| Participant deferral / active EE | $9,706 | $5,680+70.9% | $6,842+41.9% | $3,740+159.5% |
| Admin fee / account holder | $1,866 | $6,053-69.2% | $9,309-80.0% | $5,306-64.8% |