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 | $221,376 | $77,899+184.2% | $149,673+47.9% | $75,163+194.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.47% | 31.72%-14.2pp | 134.42%-116.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $10,487 | $3,137+234.2% | $4,818+117.7% | $2,670+292.8% |
| Participant deferral / active EE | $10,209 | $3,411+199.3% | $5,680+79.7% | $4,125+147.5% |
| Admin fee / account holder | $10,128 | $5,956+70.0% | $13,210-23.3% | $5,651+79.2% |