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 4-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 | $218,934 | $99,921+119.1% | $85,009+157.5% | $145,959+50.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.51% | 83.89%-72.4pp | 66.47%-55.0pp | 561.95%-550.4pp |
| Employer contribution / active EE | $11,195 | $3,233+246.3% | $2,728+310.3% | $4,661+140.2% |
| Participant deferral / active EE | $8,327 | $5,293+57.3% | $4,522+84.2% | $6,689+24.5% |
| Admin fee / account holder | $2,707 | $7,252-62.7% | $6,153-56.0% | $13,398-79.8% |