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 | $227,045 | $103,376+119.6% | $87,100+160.7% | $152,861+48.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.13% | 28.10%-7.0pp | 28.19%-7.1pp | 345.32%-324.2pp |
| Employer contribution / active EE | $9,926 | $3,220+208.2% | $2,521+293.7% | $4,762+108.4% |
| Participant deferral / active EE | $22,000 | $4,778+360.5% | $4,049+443.4% | $5,850+276.1% |
| Admin fee / account holder | $43,892 | $12,205+259.6% | $7,497+485.5% | $11,596+278.5% |