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 | $199,823 | $77,813+156.8% | $123,544+61.7% | $64,186+211.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 0.24% | 12.48%-12.2pp | 119.20%-119.0pp | 7.63%-7.4pp |
| Employer contribution / active EE | $10,826 | $3,014+259.2% | $4,628+133.9% | $2,381+354.7% |
| Participant deferral / active EE | $9,474 | $5,240+80.8% | $6,426+47.4% | $3,470+173.1% |
| Admin fee / account holder | $3,391 | $5,519-38.6% | $9,284-63.5% | $4,888-30.6% |