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 | $234,610 | $95,561+145.5% | $77,163+204.0% | $139,434+68.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.13% | 54.92%-34.8pp | 37.87%-17.7pp | 372.94%-352.8pp |
| Employer contribution / active EE | $6,801 | $3,147+116.1% | $2,535+168.3% | $4,751+43.2% |
| Participant deferral / active EE | $15,757 | $4,624+240.8% | $3,833+311.0% | $6,710+134.8% |
| Admin fee / account holder | $2,229 | $8,295-73.1% | $5,472-59.3% | $11,403-80.5% |