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 | $225,332 | $91,552+146.1% | $133,956+68.2% | $79,858+182.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.24% | 61.85%-46.6pp | 45.09%-29.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $16,020 | $2,384+572.1% | $3,919+308.8% | $2,471+548.4% |
| Participant deferral / active EE | $4,813 | $3,733+28.9% | $5,048-4.7% | $3,740+28.7% |
| Admin fee / account holder | $4,624 | $6,321-26.8% | $8,927-48.2% | $5,306-12.9% |