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 | $218,710 | $65,409+234.4% | $98,442+122.2% | $85,850+154.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.24% | 21.76%-9.5pp | 1492.73%-1480.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $8,037 | $2,168+270.8% | $2,960+171.5% | $2,565+213.3% |
| Participant deferral / active EE | $3,891 | $3,166+22.9% | $4,276-9.0% | $3,952-1.5% |
| Admin fee / account holder | $3,175 | $4,593-30.9% | $5,949-46.6% | $6,260-49.3% |