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 | $183,303 | $80,717+127.1% | $154,803+18.4% | $84,808+116.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.94% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $6,593 | $2,761+138.8% | $4,305+53.1% | $2,631+150.6% |
| Participant deferral / active EE | $4,708 | $3,303+42.5% | $5,540-15.0% | $4,212+11.8% |
| Admin fee / account holder | $1,153 | $6,746-82.9% | $14,329-92.0% | $7,344-84.3% |