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 | $220,621 | $175,600+25.6% | $129,110+70.9% | $134,475+64.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | 5.70% | -11.39%+17.1pp | -10.94%+16.6pp | 417.96%-412.3pp |
| Employer contribution / active EE | $15,895 | $6,355+150.1% | $5,052+214.6% | $4,740+235.4% |
| Participant deferral / active EE | $9,048 | $7,975+13.4% | $6,542+38.3% | $6,400+41.4% |
| Admin fee / account holder | $8,548 | $23,567-63.7% | $14,302-40.2% | $11,426-25.2% |