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 | $215,213 | $69,477+209.8% | $94,646+127.4% | $71,457+201.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 19.52% | 29.66%-10.1pp | 156.71%-137.2pp | 28.85%-9.3pp |
| Employer contribution / active EE | $16,337 | $2,853+472.6% | $3,672+344.9% | $2,588+531.3% |
| Participant deferral / active EE | $8,672 | $7,345+18.1% | $7,418+16.9% | $4,289+102.2% |
| Admin fee / account holder | $1,229 | $1,210+1.6% | $7,231-83.0% | $1,587-22.6% |