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 | $242,103 | $77,899+210.8% | $149,673+61.8% | $75,163+222.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.03% | 31.72%-17.7pp | 134.42%-120.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $4,664 | $3,137+48.6% | $4,818-3.2% | $2,670+74.7% |
| Participant deferral / active EE | $7,198 | $3,411+111.0% | $5,680+26.7% | $4,125+74.5% |
| Admin fee / account holder | $1,519 | $5,956-74.5% | $13,210-88.5% | $5,651-73.1% |