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 | $219,099 | $95,416+129.6% | $185,823+17.9% | $85,850+155.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.09% | 23.59%-8.5pp | 122.05%-107.0pp | 318.53%-303.4pp |
| Employer contribution / active EE | $9,607 | $3,314+189.9% | $5,167+85.9% | $2,565+274.5% |
| Participant deferral / active EE | $6,949 | $3,423+103.0% | $5,568+24.8% | $3,952+75.9% |
| Admin fee / account holder | $2,641 | $7,213-63.4% | $16,237-83.7% | $6,260-57.8% |