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 | $220,597 | $93,571+135.8% | $135,903+62.3% | $75,163+193.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.06% | 30.90%-14.8pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $22,104 | $3,537+525.0% | $4,856+355.2% | $2,670+727.9% |
| Participant deferral / active EE | $13,492 | $6,404+110.7% | $7,758+73.9% | $4,125+227.1% |
| Admin fee / account holder | $4,978 | $6,975-28.6% | $10,762-53.7% | $5,651-11.9% |