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 | $219,124 | $91,190+140.3% | $178,490+22.8% | $79,858+174.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.07% | 24.19%-13.1pp | 151.07%-140.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $5,604 | $3,256+72.1% | $5,011+11.8% | $2,471+126.8% |
| Participant deferral / active EE | $6,768 | $3,236+109.1% | $5,202+30.1% | $3,740+81.0% |
| Admin fee / account holder | $14,009 | $6,751+107.5% | $13,984+0.2% | $5,306+164.0% |