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 | $225,941 | $91,190+147.8% | $178,490+26.6% | $79,858+182.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.64% | 24.19%-12.5pp | 151.07%-139.4pp | 31.71%-20.1pp |
| Employer contribution / active EE | $7,556 | $3,256+132.1% | $5,011+50.8% | $2,471+205.8% |
| Participant deferral / active EE | $6,450 | $3,236+99.3% | $5,202+24.0% | $3,740+72.5% |
| Admin fee / account holder | $16,907 | $6,751+150.4% | $13,984+20.9% | $5,306+218.6% |