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 | $220,000 | $74,888+193.8% | $71,209+208.9% | $142,382+54.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.19% | 345.14%-328.0pp | 282.51%-265.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $19,407 | $2,854+579.9% | $2,721+613.2% | $4,299+351.4% |
| Participant deferral / active EE | $12,457 | $4,454+179.7% | $4,175+198.4% | $6,507+91.4% |
| Admin fee / account holder | $98,351 | $5,568+1666.2% | $5,349+1738.8% | $12,624+679.1% |