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 | $212,239 | $94,529+124.5% | $140,016+51.6% | $64,186+230.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 5.60% | 7.77%-2.2pp | 651.12%-645.5pp | 7.63%-2.0pp |
| Employer contribution / active EE | $5,937 | $3,812+55.7% | $5,606+5.9% | $2,381+149.4% |
| Participant deferral / active EE | $4,119 | $5,250-21.5% | $6,927-40.5% | $3,470+18.7% |
| Admin fee / account holder | $14,750 | $6,741+118.8% | $10,705+37.8% | $4,888+201.8% |