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 | $219,003 | $74,888+192.4% | $71,209+207.5% | $142,382+53.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.45% | 345.14%-325.7pp | 282.51%-263.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $8,345 | $2,854+192.3% | $2,721+206.7% | $4,299+94.1% |
| Participant deferral / active EE | $8,345 | $4,454+87.3% | $4,175+99.9% | $6,507+28.2% |
| Admin fee / account holder | $2,798 | $5,568-49.8% | $5,349-47.7% | $12,624-77.8% |