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 | $247,783 | $109,881+125.5% | $150,045+65.1% | $84,808+192.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.26% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $6,192 | $3,561+73.9% | $4,693+31.9% | $2,631+135.4% |
| Participant deferral / active EE | $16,290 | $6,636+145.5% | $7,997+103.7% | $4,212+286.8% |
| Admin fee / account holder | $11,686 | $8,568+36.4% | $13,435-13.0% | $7,344+59.1% |