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 | $208,845 | $103,966+100.9% | $112,887+85.0% | $75,163+177.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 17.16% | 24.54%-7.4pp | 34.10%-16.9pp | 160.62%-143.5pp |
| Employer contribution / active EE | $8,453 | $3,870+118.4% | $4,563+85.2% | $2,670+216.6% |
| Participant deferral / active EE | $3,115 | $5,456-42.9% | $6,513-52.2% | $4,125-24.5% |
| Admin fee / account holder | $15,469 | $7,663+101.9% | $7,047+119.5% | $5,651+173.7% |