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 | $211,743 | $99,918+111.9% | $81,382+160.2% | $145,922+45.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.29% | 34.32%-20.0pp | 24.73%-10.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $7,871 | $2,978+164.3% | $2,463+219.6% | $4,660+68.9% |
| Participant deferral / active EE | $3,000 | $4,605-34.9% | $3,883-22.7% | $6,688-55.1% |
| Admin fee / account holder | $14,569 | $8,212+77.4% | $5,768+152.6% | $13,397+8.7% |