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 | $236,632 | $96,635+144.9% | $86,612+173.2% | $139,434+69.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.09% | 106.41%-89.3pp | 591.07%-574.0pp | 372.94%-355.8pp |
| Employer contribution / active EE | $14,426 | $3,263+342.1% | $3,022+377.3% | $4,751+203.7% |
| Participant deferral / active EE | $8,517 | $4,836+76.1% | $4,438+91.9% | $6,710+26.9% |
| Admin fee / account holder | $2,035 | $6,408-68.2% | $5,614-63.7% | $11,403-82.1% |