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 | $195,924 | $77,899+151.5% | $149,673+30.9% | $75,163+160.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 23.68% | 31.72%-8.0pp | 134.42%-110.7pp | 160.62%-136.9pp |
| Employer contribution / active EE | $10,256 | $3,137+226.9% | $4,818+112.9% | $2,670+284.2% |
| Participant deferral / active EE | $7,782 | $3,411+128.2% | $5,680+37.0% | $4,125+88.7% |
| Admin fee / account holder | $427 | $5,956-92.8% | $13,210-96.8% | $5,651-92.4% |