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 | $248,779 | $94,529+163.2% | $140,016+77.7% | $64,186+287.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.26% | 7.77%-14.0pp | 651.12%-657.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $6,340 | $3,812+66.3% | $5,606+13.1% | $2,381+166.3% |
| Participant deferral / active EE | $7,216 | $5,250+37.5% | $6,927+4.2% | $3,470+108.0% |
| Admin fee / account holder | $10,042 | $6,741+49.0% | $10,705-6.2% | $4,888+105.4% |