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 | $213,170 | $91,190+133.8% | $178,490+19.4% | $79,858+166.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.20% | 24.19%-7.0pp | 151.07%-133.9pp | 31.71%-14.5pp |
| Employer contribution / active EE | $6,607 | $3,256+102.9% | $5,011+31.9% | $2,471+167.4% |
| Participant deferral / active EE | $6,214 | $3,236+92.0% | $5,202+19.5% | $3,740+66.1% |
| Admin fee / account holder | $1,764 | $6,751-73.9% | $13,984-87.4% | $5,306-66.8% |