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 | $247,192 | $103,376+139.1% | $87,100+183.8% | $152,861+61.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 14.43% | 28.10%-13.7pp | 28.19%-13.8pp | 345.32%-330.9pp |
| Employer contribution / active EE | $9,896 | $3,220+207.3% | $2,521+292.5% | $4,762+107.8% |
| Participant deferral / active EE | $8,444 | $4,778+76.7% | $4,049+108.6% | $5,850+44.3% |
| Admin fee / account holder | $36,244 | $12,205+197.0% | $7,497+383.5% | $11,596+212.5% |