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 | $234,586 | $89,753+161.4% | $107,525+118.2% | $84,808+176.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.27% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $9,884 | $3,113+217.5% | $3,754+163.3% | $2,631+275.7% |
| Participant deferral / active EE | $9,497 | $4,056+134.1% | $5,116+85.6% | $4,212+125.5% |
| Admin fee / account holder | $8,830 | $7,222+22.3% | $8,919-1.0% | $7,344+20.2% |