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 | $231,591 | $114,381+102.5% | $107,525+115.4% | $142,382+62.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.25% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $11,765 | $4,015+193.0% | $3,754+213.4% | $4,299+173.7% |
| Participant deferral / active EE | $7,938 | $5,564+42.7% | $5,116+55.2% | $6,507+22.0% |
| Admin fee / account holder | $3,799 | $9,860-61.5% | $8,919-57.4% | $12,624-69.9% |