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 | $222,180 | $102,966+115.8% | $90,281+146.1% | $152,861+45.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 13.04% | 95.16%-82.1pp | 78.10%-65.1pp | 345.32%-332.3pp |
| Employer contribution / active EE | $13,054 | $3,139+315.9% | $2,854+357.3% | $4,762+174.1% |
| Participant deferral / active EE | $25,000 | $4,281+483.9% | $3,885+543.4% | $5,850+327.3% |
| Admin fee / account holder | $2,754 | $6,171-55.4% | $5,351-48.5% | $11,596-76.2% |