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 | $224,899 | $91,552+145.7% | $133,956+67.9% | $79,858+181.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.56% | 61.85%-45.3pp | 45.09%-28.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $4,864 | $2,384+104.1% | $3,919+24.1% | $2,471+96.9% |
| Participant deferral / active EE | $10,332 | $3,733+176.7% | $5,048+104.7% | $3,740+176.2% |
| Admin fee / account holder | $13,364 | $6,321+111.4% | $8,927+49.7% | $5,306+151.8% |