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 | $239,732 | $91,538+161.9% | $129,995+84.4% | $75,163+218.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.07% | -631.11%+648.2pp | -137.18%+154.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $8,572 | $2,845+201.3% | $4,320+98.4% | $2,670+221.1% |
| Participant deferral / active EE | $13,623 | $4,341+213.8% | $5,820+134.1% | $4,125+230.2% |
| Admin fee / account holder | $7,721 | $6,790+13.7% | $10,614-27.3% | $5,651+36.6% |