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 | $211,391 | $89,355+136.6% | $141,162+49.8% | $72,985+189.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.11% | 111.85%-84.7pp | 71.39%-44.3pp | 81.00%-53.9pp |
| Employer contribution / active EE | $7,207 | $3,114+131.4% | $4,735+52.2% | $2,440+195.4% |
| Participant deferral / active EE | $9,783 | $5,418+80.6% | $6,709+45.8% | $3,607+171.2% |
| Admin fee / account holder | $22,926 | $5,958+284.8% | $10,261+123.4% | $5,124+347.4% |