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 | $211,216 | $95,416+121.4% | $185,823+13.7% | $85,850+146.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.21% | 23.59%-9.4pp | 122.05%-107.8pp | 318.53%-304.3pp |
| Employer contribution / active EE | $3,964 | $3,314+19.6% | $5,167-23.3% | $2,565+54.5% |
| Participant deferral / active EE | $6,458 | $3,423+88.6% | $5,568+16.0% | $3,952+63.4% |
| Admin fee / account holder | $4,841 | $7,213-32.9% | $16,237-70.2% | $6,260-22.7% |