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 4-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 | $222,427 | $77,314+187.7% | $177,989+25.0% | $80,856+175.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 15.66% | 18.09%-2.4pp | 294.48%-278.8pp | 35.59%-19.9pp |
| Employer contribution / active EE | $11,140 | $2,292+386.0% | $3,949+182.1% | $2,755+304.4% |
| Participant deferral / active EE | $14,533 | $4,411+229.5% | $6,276+131.6% | $4,296+238.3% |
| Admin fee / account holder | $46,663 | $7,191+548.9% | $10,363+350.3% | $6,918+574.5% |