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 | $246,955 | $165,984+48.8% | $164,813+49.8% | $145,922+69.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.61% | 100.03%-81.4pp | 69.93%-51.3pp | 561.29%-542.7pp |
| Employer contribution / active EE | $10,400 | $5,273+97.2% | $4,341+139.6% | $4,660+123.2% |
| Participant deferral / active EE | $6,040 | $6,959-13.2% | $6,031+0.1% | $6,688-9.7% |
| Admin fee / account holder | $41,206 | $16,648+147.5% | $12,690+224.7% | $13,397+207.6% |