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 | $207,273 | $60,124+244.7% | $90,404+129.3% | $79,858+159.6% |
| Participation rate | 96.1% | 65.0%+31.1pp | 72.7%+23.4pp | 69.6%+26.4pp |
| Annual return | 14.97% | 71.94%-57.0pp | 1293.02%-1278.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,475 | $2,068+68.0% | $3,262+6.5% | $2,471+40.6% |
| Participant deferral / active EE | $9,504 | $2,938+223.5% | $3,963+139.8% | $3,740+154.1% |
| Admin fee / account holder | $577 | $3,976-85.5% | $5,611-89.7% | $5,306-89.1% |