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 | $244,244 | $63,346+285.6% | $92,233+164.8% | $70,131+248.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.14% | 530.12%-517.0pp | 176.28%-163.1pp | 73.14%-60.0pp |
| Employer contribution / active EE | $21,875 | $2,471+785.2% | $3,679+494.5% | $2,342+833.9% |
| Participant deferral / active EE | $4,647 | $2,854+62.8% | $3,897+19.3% | $3,332+39.5% |
| Admin fee / account holder | $746 | $3,840-80.6% | $5,194-85.6% | $4,645-83.9% |