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 | $242,171 | $78,672+207.8% | $109,143+121.9% | $85,850+182.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 17.12% | 25.09%-8.0pp | 25.75%-8.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $7,474 | $2,735+173.3% | $3,722+100.8% | $2,565+191.4% |
| Participant deferral / active EE | $7,003 | $3,467+102.0% | $4,653+50.5% | $3,952+77.2% |
| Admin fee / account holder | $3,895 | $5,469-28.8% | $6,752-42.3% | $6,260-37.8% |