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 | $193,298 | $53,127+263.8% | $86,590+123.2% | $70,131+175.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.78% | 27.66%-10.9pp | 964.84%-948.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $2,505 | $2,068+21.1% | $2,839-11.8% | $2,342+7.0% |
| Participant deferral / active EE | $4,976 | $2,696+84.6% | $3,609+37.9% | $3,332+49.4% |
| Admin fee / account holder | $32,273 | $3,585+800.1% | $4,906+557.9% | $4,645+594.7% |