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 | $246,145 | $100,041+146.0% | $149,718+64.4% | $70,131+251.0% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.1%+9.8pp | 69.5%+27.3pp |
| Annual return | 18.91% | 27.43%-8.5pp | 1501.63%-1482.7pp | 73.14%-54.2pp |
| Employer contribution / active EE | $15,547 | $3,662+324.6% | $5,445+185.5% | $2,342+563.7% |
| Participant deferral / active EE | $10,714 | $4,983+115.0% | $6,569+63.1% | $3,332+221.6% |
| Admin fee / account holder | $17,008 | $8,286+105.3% | $11,283+50.7% | $4,645+266.1% |