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 | $206,588 | $53,127+288.9% | $86,590+138.6% | $70,131+194.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.46% | 27.66%-10.2pp | 964.84%-947.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $15,942 | $2,068+670.8% | $2,839+461.5% | $2,342+580.6% |
| Participant deferral / active EE | $9,858 | $2,696+265.7% | $3,609+173.2% | $3,332+195.9% |
| Admin fee / account holder | $5,099 | $3,585+42.2% | $4,906+3.9% | $4,645+9.8% |