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 | $207,359 | $70,756+193.1% | $65,493+216.6% | $142,382+45.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.73% | 1754.89%-1743.2pp | 982.45%-970.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,276 | $2,881-55.7% | $2,574-50.4% | $4,299-70.3% |
| Participant deferral / active EE | $18,904 | $4,637+307.6% | $3,961+377.2% | $6,507+190.5% |
| Admin fee / account holder | $2,335 | $6,559-64.4% | $5,028-53.6% | $12,624-81.5% |