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 | $218,856 | $70,606+210.0% | $53,898+306.1% | $142,382+53.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 9.56% | 619.81%-610.3pp | 528.60%-519.0pp | 217.08%-207.5pp |
| Employer contribution / active EE | $7,262 | $1,202+504.1% | $932+679.1% | $4,299+68.9% |
| Participant deferral / active EE | $2,238 | $2,364-5.3% | $1,826+22.5% | $6,507-65.6% |
| Admin fee / account holder | $9,237 | $2,852+223.9% | $2,491+270.9% | $12,624-26.8% |