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 | $218,254 | $91,190+139.3% | $178,490+22.3% | $79,858+173.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.18% | 24.19%-7.0pp | 151.07%-133.9pp | 31.71%-14.5pp |
| Employer contribution / active EE | $16,806 | $3,256+416.2% | $5,011+235.4% | $2,471+580.2% |
| Participant deferral / active EE | $7,179 | $3,236+121.8% | $5,202+38.0% | $3,740+92.0% |
| Admin fee / account holder | $36,932 | $6,751+447.1% | $13,984+164.1% | $5,306+596.0% |