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 | $227,720 | $100,041+127.6% | $149,718+52.1% | $70,131+224.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.43% | 27.43%-13.0pp | 1501.63%-1487.2pp | 73.14%-58.7pp |
| Employer contribution / active EE | $9,677 | $3,662+164.3% | $5,445+77.7% | $2,342+313.1% |
| Participant deferral / active EE | $3,876 | $4,983-22.2% | $6,569-41.0% | $3,332+16.3% |
| Admin fee / account holder | $19,303 | $8,286+133.0% | $11,283+71.1% | $4,645+315.5% |