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 | $227,270 | $80,717+181.6% | $154,803+46.8% | $84,808+168.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.01% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $5,318 | $2,761+92.6% | $4,305+23.5% | $2,631+102.1% |
| Participant deferral / active EE | $2,664 | $3,303-19.3% | $5,540-51.9% | $4,212-36.7% |
| Admin fee / account holder | $24,273 | $6,746+259.8% | $14,329+69.4% | $7,344+230.5% |