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 | $203,808 | $84,233+142.0% | $170,442+19.6% | $70,131+190.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.41% | 23.06%-6.7pp | 205.93%-189.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $13,835 | $3,387+308.5% | $5,433+154.7% | $2,342+490.6% |
| Participant deferral / active EE | $1,648 | $3,086-46.6% | $4,939-66.6% | $3,332-50.5% |
| Admin fee / account holder | $5,993 | $5,698+5.2% | $13,880-56.8% | $4,645+29.0% |