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 | $223,662 | $95,416+134.4% | $185,823+20.4% | $85,850+160.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.53% | 23.59%-7.1pp | 122.05%-105.5pp | 318.53%-302.0pp |
| Employer contribution / active EE | $8,175 | $3,314+146.7% | $5,167+58.2% | $2,565+218.7% |
| Participant deferral / active EE | $7,043 | $3,423+105.7% | $5,568+26.5% | $3,952+78.2% |
| Admin fee / account holder | $3,476 | $7,213-51.8% | $16,237-78.6% | $6,260-44.5% |