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 | $234,507 | $98,750+137.5% | $149,696+56.7% | $79,858+193.7% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.5%+16.4pp | 69.6%+29.3pp |
| Annual return | 21.16% | 27.43%-6.3pp | 276.60%-255.4pp | 31.71%-10.6pp |
| Employer contribution / active EE | $10,241 | $3,216+218.4% | $4,644+120.5% | $2,471+314.5% |
| Participant deferral / active EE | $12,885 | $5,680+126.8% | $6,842+88.3% | $3,740+244.5% |
| Admin fee / account holder | $2,015 | $6,053-66.7% | $9,309-78.4% | $5,306-62.0% |