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 | $211,191 | $80,717+161.6% | $154,803+36.4% | $84,808+149.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.64% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.3pp |
| Employer contribution / active EE | $11,238 | $2,761+307.0% | $4,305+161.0% | $2,631+327.1% |
| Participant deferral / active EE | $5,937 | $3,303+79.7% | $5,540+7.2% | $4,212+41.0% |
| Admin fee / account holder | $52,409 | $6,746+676.9% | $14,329+265.8% | $7,344+613.7% |