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 | $200,128 | $80,717+147.9% | $154,803+29.3% | $84,808+136.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.40% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $10,908 | $2,761+295.0% | $4,305+153.4% | $2,631+314.6% |
| Participant deferral / active EE | $5,655 | $3,303+71.2% | $5,540+2.1% | $4,212+34.3% |
| Admin fee / account holder | $3,316 | $6,746-50.8% | $14,329-76.9% | $7,344-54.8% |