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 | $215,219 | $98,750+117.9% | $149,696+43.8% | $79,858+169.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.19% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $10,246 | $3,216+218.5% | $4,644+120.6% | $2,471+314.7% |
| Participant deferral / active EE | $9,203 | $5,680+62.0% | $6,842+34.5% | $3,740+146.1% |
| Admin fee / account holder | $7,568 | $6,053+25.0% | $9,309-18.7% | $5,306+42.6% |