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 | $238,430 | $49,227+384.3% | $70,449+238.4% | $79,858+198.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 20.96% | 30.06%-9.1pp | 109.03%-88.1pp | 31.71%-10.8pp |
| Employer contribution / active EE | $16,526 | $2,099+687.4% | $2,737+503.9% | $2,471+568.8% |
| Participant deferral / active EE | $5,843 | $2,768+111.1% | $3,709+57.5% | $3,740+56.2% |
| Admin fee / account holder | $1,565 | $2,878-45.6% | $3,845-59.3% | $5,306-70.5% |