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 3-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 | $192,832 | $85,022+126.8% | $70,515+173.5% | $139,434+38.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 17.45% | 30.38%-12.9pp | 32.77%-15.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $13,235 | $3,909+238.6% | $2,973+345.1% | $4,751+178.6% |
| Participant deferral / active EE | $16,768 | $5,890+184.7% | $4,567+267.2% | $6,710+149.9% |
| Admin fee / account holder | $16,460 | $8,906+84.8% | $6,412+156.7% | $11,403+44.4% |