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 | $249,246 | $77,899+220.0% | $149,673+66.5% | $75,163+231.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.15% | 31.72%-12.6pp | 134.42%-115.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $19,238 | $3,137+513.2% | $4,818+299.3% | $2,670+620.6% |
| Participant deferral / active EE | $18,945 | $3,411+455.4% | $5,680+233.5% | $4,125+359.3% |
| Admin fee / account holder | $19,935 | $5,956+234.7% | $13,210+50.9% | $5,651+252.8% |