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 | $211,977 | $98,750+114.7% | $149,696+41.6% | $79,858+165.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 23.88% | 27.43%-3.5pp | 276.60%-252.7pp | 31.71%-7.8pp |
| Employer contribution / active EE | $2,552 | $3,216-20.7% | $4,644-45.0% | $2,471+3.3% |
| Participant deferral / active EE | $10,374 | $5,680+82.6% | $6,842+51.6% | $3,740+177.4% |
| Admin fee / account holder | $1,456 | $6,053-75.9% | $9,309-84.4% | $5,306-72.6% |