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 | $227,918 | $76,000+199.9% | $154,107+47.9% | $64,186+255.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 18.26% | 30.32%-12.1pp | 735.12%-716.9pp | 7.63%+10.6pp |
| Employer contribution / active EE | $3,771 | $3,351+12.5% | $5,298-28.8% | $2,381+58.4% |
| Participant deferral / active EE | $9,666 | $3,175+204.4% | $5,081+90.3% | $3,470+178.6% |
| Admin fee / account holder | $34,935 | $5,596+524.3% | $13,411+160.5% | $4,888+614.7% |