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 | $246,053 | $87,013+182.8% | $106,213+131.7% | $80,856+204.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.09% | 17.05%-5.0pp | 116.14%-104.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $4,434 | $2,395+85.1% | $3,171+39.8% | $2,755+61.0% |
| Participant deferral / active EE | $6,194 | $3,986+55.4% | $5,016+23.5% | $4,296+44.2% |
| Admin fee / account holder | $51,745 | $8,431+513.7% | $11,033+369.0% | $6,918+648.0% |