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 | $191,532 | $91,538+109.2% | $129,995+47.3% | $75,163+154.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 23.30% | -631.11%+654.4pp | -137.18%+160.5pp | 160.62%-137.3pp |
| Employer contribution / active EE | $12,509 | $2,845+339.7% | $4,320+189.6% | $2,670+368.5% |
| Participant deferral / active EE | $10,490 | $4,341+141.7% | $5,820+80.2% | $4,125+154.3% |
| Admin fee / account holder | $3,862 | $6,790-43.1% | $10,614-63.6% | $5,651-31.7% |