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 | $182,675 | $56,199+225.0% | $67,652+170.0% | $59,632+206.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.44% | 18505.31%-18504.9pp | 6625.04%-6624.6pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $3,178 | $1,614+96.8% | $2,266+40.3% | $2,203+44.3% |
| Participant deferral / active EE | $11,328 | $2,844+298.4% | $3,560+218.2% | $3,192+254.9% |
| Admin fee / account holder | $2,308 | $3,958-41.7% | $4,821-52.1% | $4,297-46.3% |