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 | $226,502 | $84,233+168.9% | $170,442+32.9% | $70,131+223.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.74% | 23.06%-9.3pp | 205.93%-192.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $7,569 | $3,387+123.5% | $5,433+39.3% | $2,342+223.1% |
| Participant deferral / active EE | $5,068 | $3,086+64.3% | $4,939+2.6% | $3,332+52.1% |
| Admin fee / account holder | $21,908 | $5,698+284.5% | $13,880+57.8% | $4,645+371.6% |