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 | $203,669 | $85,766+137.5% | $136,294+49.4% | $70,131+190.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.05% | 31.45%-15.4pp | 5155.94%-5139.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $23,519 | $2,966+692.9% | $4,695+400.9% | $2,342+904.0% |
| Participant deferral / active EE | $12,391 | $5,051+145.3% | $6,247+98.3% | $3,332+271.9% |
| Admin fee / account holder | $3,946 | $5,420-27.2% | $9,243-57.3% | $4,645-15.1% |