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 | $187,488 | $45,152+315.2% | $73,843+153.9% | $59,632+214.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.48% | 27.40%-25.9pp | 2267.84%-2266.4pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $11,336 | $1,902+496.1% | $2,787+306.7% | $2,203+414.7% |
| Participant deferral / active EE | $8,309 | $2,574+222.8% | $3,583+131.9% | $3,192+160.3% |
| Admin fee / account holder | $48,151 | $3,516+1269.4% | $4,880+886.6% | $4,297+1020.6% |