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 | $231,887 | $100,041+131.8% | $149,718+54.9% | $70,131+230.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.94% | 27.43%-9.5pp | 1501.63%-1483.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $15,243 | $3,662+316.3% | $5,445+180.0% | $2,342+550.7% |
| Participant deferral / active EE | $14,291 | $4,983+186.8% | $6,569+117.5% | $3,332+328.9% |
| Admin fee / account holder | $1,265 | $8,286-84.7% | $11,283-88.8% | $4,645-72.8% |