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 | $194,653 | $77,899+149.9% | $149,673+30.1% | $75,163+159.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.68% | 31.72%-12.0pp | 134.42%-114.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $11,211 | $3,137+257.3% | $4,818+132.7% | $2,670+319.9% |
| Participant deferral / active EE | $6,529 | $3,411+91.4% | $5,680+15.0% | $4,125+58.3% |
| Admin fee / account holder | $1,253 | $5,956-79.0% | $13,210-90.5% | $5,651-77.8% |