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 | $240,536 | $98,750+143.6% | $149,696+60.7% | $79,858+201.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.22% | 27.43%-8.2pp | 276.60%-257.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $6,307 | $3,216+96.1% | $4,644+35.8% | $2,471+155.2% |
| Participant deferral / active EE | $10,789 | $5,680+89.9% | $6,842+57.7% | $3,740+188.5% |
| Admin fee / account holder | $6,523 | $6,053+7.8% | $9,309-29.9% | $5,306+22.9% |