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 | $182,744 | $81,248+124.9% | $155,509+17.5% | $80,856+126.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.21% | 33.31%-20.1pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $12,111 | $3,100+290.6% | $4,672+159.2% | $2,755+339.6% |
| Participant deferral / active EE | $6,883 | $3,452+99.4% | $5,626+22.3% | $4,296+60.2% |
| Admin fee / account holder | $3,139 | $7,997-60.7% | $15,912-80.3% | $6,918-54.6% |