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 | $213,215 | $78,422+171.9% | $95,952+122.2% | $79,858+167.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.49% | 19.37%-5.9pp | 91.61%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $3,891 | $1,945+100.1% | $2,541+53.1% | $2,471+57.5% |
| Participant deferral / active EE | $8,690 | $3,440+152.6% | $4,167+108.5% | $3,740+132.3% |
| Admin fee / account holder | $1,697 | $5,622-69.8% | $6,795-75.0% | $5,306-68.0% |