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 | $196,371 | $95,416+105.8% | $185,823+5.7% | $85,850+128.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.90% | 23.59%-8.7pp | 122.05%-107.1pp | 318.53%-303.6pp |
| Employer contribution / active EE | $11,513 | $3,314+247.4% | $5,167+122.8% | $2,565+348.8% |
| Participant deferral / active EE | $7,848 | $3,423+129.2% | $5,568+41.0% | $3,952+98.6% |
| Admin fee / account holder | $4,996 | $7,213-30.7% | $16,237-69.2% | $6,260-20.2% |