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 | $245,449 | $98,750+148.6% | $149,696+64.0% | $79,858+207.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.90% | 27.43%-10.5pp | 276.60%-259.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $3,844 | $3,216+19.5% | $4,644-17.2% | $2,471+55.6% |
| Participant deferral / active EE | $10,966 | $5,680+93.1% | $6,842+60.3% | $3,740+193.2% |
| Admin fee / account holder | $538 | $6,053-91.1% | $9,309-94.2% | $5,306-89.9% |