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 | $225,830 | $83,902+169.2% | $167,512+34.8% | $84,808+166.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 19.45% | 91.55%-72.1pp | 1615.79%-1596.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $4,483 | $2,264+98.0% | $3,882+15.5% | $2,631+70.4% |
| Participant deferral / active EE | $15,146 | $4,442+240.9% | $6,405+136.5% | $4,212+259.6% |
| Admin fee / account holder | $12,463 | $7,915+57.5% | $9,769+27.6% | $7,344+69.7% |