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 | $217,603 | $85,766+153.7% | $136,294+59.7% | $70,131+210.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.74% | 31.45%-15.7pp | 5155.94%-5140.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $4,469 | $2,966+50.7% | $4,695-4.8% | $2,342+90.8% |
| Participant deferral / active EE | $7,750 | $5,051+53.4% | $6,247+24.1% | $3,332+132.6% |
| Admin fee / account holder | $2,640 | $5,420-51.3% | $9,243-71.4% | $4,645-43.2% |