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 | $247,442 | $95,416+159.3% | $185,823+33.2% | $85,850+188.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 18.29% | 23.59%-5.3pp | 122.05%-103.8pp | 318.53%-300.2pp |
| Employer contribution / active EE | $5,980 | $3,314+80.5% | $5,167+15.7% | $2,565+133.1% |
| Participant deferral / active EE | $4,614 | $3,423+34.8% | $5,568-17.1% | $3,952+16.8% |
| Admin fee / account holder | $5,912 | $7,213-18.0% | $16,237-63.6% | $6,260-5.6% |