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 | $222,111 | $81,460+172.7% | $103,333+114.9% | $80,856+174.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.51% | 25.55%-10.0pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,910 | $3,105-6.3% | $3,868-24.8% | $2,755+5.6% |
| Participant deferral / active EE | $11,802 | $3,869+205.1% | $5,057+133.4% | $4,296+174.7% |
| Admin fee / account holder | $91,320 | $6,566+1290.7% | $8,355+993.0% | $6,918+1220.0% |