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 | $217,097 | $56,114+286.9% | $96,139+125.8% | $85,850+152.9% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 12.10% | 42.30%-30.2pp | 191.94%-179.8pp | 318.53%-306.4pp |
| Employer contribution / active EE | $6,752 | $1,620+316.9% | $2,797+141.4% | $2,565+163.2% |
| Participant deferral / active EE | $9,141 | $2,859+219.7% | $4,349+110.2% | $3,952+131.3% |
| Admin fee / account holder | $2,894 | $3,768-23.2% | $5,537-47.7% | $6,260-53.8% |