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 | $198,886 | $57,354+246.8% | $83,848+137.2% | $64,186+209.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.70% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $8,358 | $2,545+228.4% | $3,631+130.2% | $2,381+251.0% |
| Participant deferral / active EE | $9,798 | $2,993+227.4% | $4,082+140.1% | $3,470+182.4% |
| Admin fee / account holder | $12,195 | $4,046+201.4% | $5,478+122.6% | $4,888+149.5% |