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 | $217,371 | $86,286+151.9% | $111,297+95.3% | $85,850+153.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 15.34% | 19.99%-4.6pp | 54.65%-39.3pp | 318.53%-303.2pp |
| Employer contribution / active EE | $6,925 | $2,043+238.9% | $2,731+153.6% | $2,565+170.0% |
| Participant deferral / active EE | $7,479 | $3,641+105.4% | $4,487+66.7% | $3,952+89.3% |
| Admin fee / account holder | $12,467 | $8,188+52.3% | $7,964+56.5% | $6,260+99.1% |