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 | $239,070 | $91,190+162.2% | $178,490+33.9% | $79,858+199.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.48% | 24.19%-10.7pp | 151.07%-137.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $6,315 | $3,256+94.0% | $5,011+26.0% | $2,471+155.6% |
| Participant deferral / active EE | $6,349 | $3,236+96.2% | $5,202+22.1% | $3,740+69.7% |
| Admin fee / account holder | $7,917 | $6,751+17.3% | $13,984-43.4% | $5,306+49.2% |