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 | $239,836 | $95,416+151.4% | $185,823+29.1% | $85,850+179.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.11% | 23.59%-9.5pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $14,181 | $3,314+328.0% | $5,167+174.4% | $2,565+452.8% |
| Participant deferral / active EE | $7,783 | $3,423+127.3% | $5,568+39.8% | $3,952+96.9% |
| Admin fee / account holder | $6,745 | $7,213-6.5% | $16,237-58.5% | $6,260+7.7% |