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 | $208,155 | $78,422+165.4% | $95,952+116.9% | $79,858+160.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.44% | 19.37%-6.9pp | 91.61%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $6,474 | $1,945+232.8% | $2,541+154.8% | $2,471+162.0% |
| Participant deferral / active EE | $9,209 | $3,440+167.7% | $4,167+121.0% | $3,740+146.2% |
| Admin fee / account holder | $1,300 | $5,622-76.9% | $6,795-80.9% | $5,306-75.5% |