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 | $232,562 | $73,515+216.3% | $62,995+269.2% | $147,584+57.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.98% | 175.43%-163.4pp | 87.57%-75.6pp | 578.55%-566.6pp |
| Employer contribution / active EE | $5,017 | $3,320+51.1% | $2,759+81.8% | $4,876+2.9% |
| Participant deferral / active EE | $2,885 | $4,185-31.1% | $3,329-13.4% | $5,439-47.0% |
| Admin fee / account holder | $3,737 | $5,953-37.2% | $3,600+3.8% | $10,885-65.7% |