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 | $222,691 | $89,355+149.2% | $141,162+57.8% | $72,985+205.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.10% | 111.85%-85.8pp | 71.39%-45.3pp | 81.00%-54.9pp |
| Employer contribution / active EE | $9,429 | $3,114+202.7% | $4,735+99.1% | $2,440+286.4% |
| Participant deferral / active EE | $8,774 | $5,418+61.9% | $6,709+30.8% | $3,607+143.2% |
| Admin fee / account holder | $39,165 | $5,958+557.3% | $10,261+281.7% | $5,124+664.3% |