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 | $242,902 | $85,766+183.2% | $136,294+78.2% | $70,131+246.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.94% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $4,335 | $2,966+46.2% | $4,695-7.7% | $2,342+85.1% |
| Participant deferral / active EE | $9,358 | $5,051+85.3% | $6,247+49.8% | $3,332+180.9% |
| Admin fee / account holder | $17,511 | $5,420+223.0% | $9,243+89.4% | $4,645+277.0% |