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 | $233,845 | $91,552+155.4% | $133,956+74.6% | $79,858+192.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.46% | 61.85%-48.4pp | 45.09%-31.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $4,952 | $2,384+107.8% | $3,919+26.4% | $2,471+100.4% |
| Participant deferral / active EE | $5,138 | $3,733+37.6% | $5,048+1.8% | $3,740+37.4% |
| Admin fee / account holder | $1,136 | $6,321-82.0% | $8,927-87.3% | $5,306-78.6% |