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 | $225,540 | $68,346+230.0% | $94,646+138.3% | $75,163+200.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 18.66% | 616.93%-598.3pp | 156.71%-138.0pp | 160.62%-142.0pp |
| Employer contribution / active EE | $8,351 | $2,701+209.2% | $3,672+127.4% | $2,670+212.8% |
| Participant deferral / active EE | $11,720 | $6,537+79.3% | $7,418+58.0% | $4,125+184.1% |
| Admin fee / account holder | $2,107 | $5,326-60.4% | $7,231-70.9% | $5,651-62.7% |