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 | $201,271 | $102,317+96.7% | $146,958+37.0% | $80,856+148.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.01% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $7,219 | $3,713+94.4% | $4,933+46.3% | $2,755+162.0% |
| Participant deferral / active EE | $15,585 | $6,644+134.6% | $8,070+93.1% | $4,296+262.8% |
| Admin fee / account holder | $3,844 | $7,941-51.6% | $12,998-70.4% | $6,918-44.4% |