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 | $221,775 | $63,703+248.1% | $93,063+138.3% | $82,448+169.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 14.27% | -775.43%+789.7pp | 34.15%-19.9pp | 41.64%-27.4pp |
| Employer contribution / active EE | $12,687 | $1,729+634.0% | $2,476+412.4% | $2,551+397.3% |
| Participant deferral / active EE | $6,358 | $2,919+117.8% | $3,958+60.6% | $4,139+53.6% |
| Admin fee / account holder | $5,159 | $5,982-13.8% | $6,033-14.5% | $7,234-28.7% |