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 | $221,089 | $64,324+243.7% | $118,925+85.9% | $79,858+176.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 16.55% | 86.45%-69.9pp | 35.88%-19.3pp | 31.71%-15.2pp |
| Employer contribution / active EE | $8,924 | $1,836+386.0% | $3,263+173.5% | $2,471+261.2% |
| Participant deferral / active EE | $7,536 | $2,824+166.9% | $4,265+76.7% | $3,740+101.5% |
| Admin fee / account holder | $5,972 | $4,040+47.8% | $6,581-9.2% | $5,306+12.5% |