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 | $239,016 | $152,587+56.6% | $125,175+90.9% | $152,861+56.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.63% | 54.84%-32.2pp | 43.79%-21.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $13,202 | $4,946+166.9% | $3,865+241.5% | $4,762+177.2% |
| Participant deferral / active EE | $8,443 | $5,868+43.9% | $4,937+71.0% | $5,850+44.3% |
| Admin fee / account holder | $1,905 | $13,434-85.8% | $9,702-80.4% | $11,596-83.6% |