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 | $220,583 | $95,416+131.2% | $185,823+18.7% | $85,850+156.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.68% | 23.59%-7.9pp | 122.05%-106.4pp | 318.53%-302.8pp |
| Employer contribution / active EE | $8,292 | $3,314+150.2% | $5,167+60.5% | $2,565+223.3% |
| Participant deferral / active EE | $6,374 | $3,423+86.2% | $5,568+14.5% | $3,952+61.3% |
| Admin fee / account holder | $1,754 | $7,213-75.7% | $16,237-89.2% | $6,260-72.0% |