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 | $211,893 | $91,190+132.4% | $178,490+18.7% | $79,858+165.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.33% | 24.19%-7.9pp | 151.07%-134.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $25,148 | $3,256+672.4% | $5,011+401.9% | $2,471+917.8% |
| Participant deferral / active EE | $15,740 | $3,236+386.4% | $5,202+202.6% | $3,740+320.8% |
| Admin fee / account holder | $3,541 | $6,751-47.5% | $13,984-74.7% | $5,306-33.3% |