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 | $218,194 | $77,899+180.1% | $149,673+45.8% | $75,163+190.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.39% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $12,222 | $3,137+289.6% | $4,818+153.7% | $2,670+357.8% |
| Participant deferral / active EE | $8,624 | $3,411+152.8% | $5,680+51.8% | $4,125+109.1% |
| Admin fee / account holder | $2,741 | $5,956-54.0% | $13,210-79.3% | $5,651-51.5% |