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 4-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 | $242,522 | $73,867+228.3% | $143,757+68.7% | $68,494+254.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 14.58% | 1.01%+13.6pp | -0.04%+14.6pp | -7.84%+22.4pp |
| Employer contribution / active EE | $17,404 | $3,184+446.6% | $4,951+251.5% | $2,596+570.3% |
| Participant deferral / active EE | $17,633 | $3,384+421.0% | $5,637+212.8% | $4,027+337.9% |
| Admin fee / account holder | $2,659 | $5,755-53.8% | $14,673-81.9% | $5,403-50.8% |