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 | $227,463 | $85,766+165.2% | $136,294+66.9% | $70,131+224.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.03% | 31.45%-15.4pp | 5155.94%-5139.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $12,856 | $2,966+333.4% | $4,695+173.8% | $2,342+448.8% |
| Participant deferral / active EE | $10,746 | $5,051+112.7% | $6,247+72.0% | $3,332+222.5% |
| Admin fee / account holder | $39,384 | $5,420+626.6% | $9,243+326.1% | $4,645+747.8% |