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 | $209,749 | $111,754+87.7% | $103,333+103.0% | $145,922+43.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.73% | 24.77%-12.0pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $14,947 | $4,212+254.8% | $3,868+286.4% | $4,660+220.8% |
| Participant deferral / active EE | $12,627 | $5,619+124.7% | $5,057+149.7% | $6,688+88.8% |
| Admin fee / account holder | $11,929 | $9,750+22.3% | $8,355+42.8% | $13,397-11.0% |