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 | $229,419 | $105,181+118.1% | $159,436+43.9% | $85,850+167.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 33.76% | 45.07%-11.3pp | 263.57%-229.8pp | 318.53%-284.8pp |
| Employer contribution / active EE | $10,286 | $3,318+210.0% | $4,829+113.0% | $2,565+301.0% |
| Participant deferral / active EE | $7,850 | $5,945+32.1% | $7,352+6.8% | $3,952+98.7% |
| Admin fee / account holder | $3,809 | $6,933-45.1% | $10,799-64.7% | $6,260-39.2% |