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 | $200,959 | $84,233+138.6% | $170,442+17.9% | $70,131+186.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.53% | 23.06%-7.5pp | 205.93%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $5,482 | $3,387+61.8% | $5,433+0.9% | $2,342+134.0% |
| Participant deferral / active EE | $5,471 | $3,086+77.3% | $4,939+10.8% | $3,332+64.2% |
| Admin fee / account holder | $37,648 | $5,698+560.7% | $13,880+171.2% | $4,645+710.4% |