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 | $229,048 | $95,416+140.1% | $185,823+23.3% | $85,850+166.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.59% | 23.59%-10.0pp | 122.05%-108.5pp | 318.53%-304.9pp |
| Employer contribution / active EE | $7,541 | $3,314+127.6% | $5,167+45.9% | $2,565+194.0% |
| Participant deferral / active EE | $5,817 | $3,423+69.9% | $5,568+4.5% | $3,952+47.2% |
| Admin fee / account holder | $6,028 | $7,213-16.4% | $16,237-62.9% | $6,260-3.7% |