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 | $201,162 | $85,202+136.1% | $172,739+16.5% | $72,985+175.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.13% | 27.32%-10.2pp | 802.84%-785.7pp | 81.00%-63.9pp |
| Employer contribution / active EE | $12,537 | $3,324+277.1% | $5,143+143.8% | $2,440+413.8% |
| Participant deferral / active EE | $4,091 | $3,260+25.5% | $5,198-21.3% | $3,607+13.4% |
| Admin fee / account holder | $4,094 | $5,884-30.4% | $13,954-70.7% | $5,124-20.1% |