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 | $228,104 | $95,416+139.1% | $185,823+22.8% | $85,850+165.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.55% | 23.59%-8.0pp | 122.05%-106.5pp | 318.53%-303.0pp |
| Employer contribution / active EE | $12,420 | $3,314+274.8% | $5,167+140.4% | $2,565+384.2% |
| Participant deferral / active EE | $9,068 | $3,423+164.9% | $5,568+62.9% | $3,952+129.5% |
| Admin fee / account holder | $16,684 | $7,213+131.3% | $16,237+2.8% | $6,260+166.5% |