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 | $195,263 | $91,538+113.3% | $129,995+50.2% | $75,163+159.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.63% | -631.11%+647.7pp | -137.18%+153.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $18,108 | $2,845+536.4% | $4,320+319.2% | $2,670+578.3% |
| Participant deferral / active EE | $6,763 | $4,341+55.8% | $5,820+16.2% | $4,125+64.0% |
| Admin fee / account holder | $8,362 | $6,790+23.1% | $10,614-21.2% | $5,651+48.0% |