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 | $223,372 | $77,899+186.7% | $149,673+49.2% | $75,163+197.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.76% | 31.72%-15.0pp | 134.42%-117.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $12,385 | $3,137+294.8% | $4,818+157.1% | $2,670+363.9% |
| Participant deferral / active EE | $6,877 | $3,411+101.6% | $5,680+21.1% | $4,125+66.7% |
| Admin fee / account holder | $2,426 | $5,956-59.3% | $13,210-81.6% | $5,651-57.1% |