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 | $210,378 | $58,208+261.4% | $81,812+157.2% | $80,856+160.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.83% | 41.66%-27.8pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $13,345 | $2,340+470.3% | $2,912+358.2% | $2,755+384.4% |
| Participant deferral / active EE | $6,358 | $3,281+93.8% | $4,319+47.2% | $4,296+48.0% |
| Admin fee / account holder | $9,954 | $4,981+99.8% | $7,386+34.8% | $6,918+43.9% |