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 | $237,965 | $84,233+182.5% | $170,442+39.6% | $70,131+239.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.24% | 23.06%-7.8pp | 205.93%-190.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $10,774 | $3,387+218.1% | $5,433+98.3% | $2,342+359.9% |
| Participant deferral / active EE | $8,681 | $3,086+181.3% | $4,939+75.8% | $3,332+160.6% |
| Admin fee / account holder | $1,624 | $5,698-71.5% | $13,880-88.3% | $4,645-65.0% |