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 | $200,336 | $53,127+277.1% | $86,590+131.4% | $70,131+185.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 20.75% | 27.66%-6.9pp | 964.84%-944.1pp | 73.14%-52.4pp |
| Employer contribution / active EE | $14,560 | $2,068+604.0% | $2,839+412.8% | $2,342+521.6% |
| Participant deferral / active EE | $12,004 | $2,696+345.3% | $3,609+232.7% | $3,332+260.3% |
| Admin fee / account holder | $8,922 | $3,585+148.8% | $4,906+81.9% | $4,645+92.1% |