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 | $226,576 | $74,888+202.6% | $71,209+218.2% | $142,382+59.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.55% | 345.14%-327.6pp | 282.51%-265.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $10,329 | $2,854+261.9% | $2,721+279.6% | $4,299+140.3% |
| Participant deferral / active EE | $13,927 | $4,454+212.7% | $4,175+233.6% | $6,507+114.0% |
| Admin fee / account holder | $5,118 | $5,568-8.1% | $5,349-4.3% | $12,624-59.5% |