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 | $220,707 | $78,705+180.4% | $117,854+87.3% | $70,131+214.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.80% | 23.30%-6.5pp | 335.08%-318.3pp | 73.14%-56.3pp |
| Employer contribution / active EE | $10,077 | $2,223+353.2% | $3,786+166.2% | $2,342+330.2% |
| Participant deferral / active EE | $5,259 | $3,297+59.5% | $4,482+17.3% | $3,332+57.8% |
| Admin fee / account holder | $7,644 | $5,065+50.9% | $8,020-4.7% | $4,645+64.5% |