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 | $209,255 | $78,422+166.8% | $95,952+118.1% | $79,858+162.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.53% | 19.37%-4.8pp | 91.61%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $4,798 | $1,945+146.7% | $2,541+88.8% | $2,471+94.2% |
| Participant deferral / active EE | $7,433 | $3,440+116.1% | $4,167+78.4% | $3,740+98.7% |
| Admin fee / account holder | $44,723 | $5,622+695.5% | $6,795+558.1% | $5,306+742.8% |