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 | $209,478 | $98,750+112.1% | $149,696+39.9% | $79,858+162.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.85% | 27.43%-14.6pp | 276.60%-263.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $21,825 | $3,216+578.5% | $4,644+369.9% | $2,471+783.3% |
| Participant deferral / active EE | $4,000 | $5,680-29.6% | $6,842-41.5% | $3,740+7.0% |
| Admin fee / account holder | $35,015 | $6,053+478.5% | $9,309+276.2% | $5,306+559.9% |