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 | $215,331 | $45,073+377.7% | $69,455+210.0% | $72,985+195.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 20.72% | 22.65%-1.9pp | 28.97%-8.2pp | 81.00%-60.3pp |
| Employer contribution / active EE | $10,237 | $2,054+398.4% | $2,779+268.4% | $2,440+319.6% |
| Participant deferral / active EE | $13,564 | $2,602+421.4% | $3,535+283.7% | $3,607+276.0% |
| Admin fee / account holder | $16,960 | $3,056+455.1% | $3,839+341.8% | $5,124+231.0% |