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 | $225,793 | $111,535+102.4% | $105,223+114.6% | $137,256+64.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.11% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $10,310 | $3,939+161.7% | $3,689+179.5% | $4,156+148.1% |
| Participant deferral / active EE | $8,684 | $5,500+57.9% | $5,072+71.2% | $6,407+35.5% |
| Admin fee / account holder | $5,356 | $9,721-44.9% | $8,859-39.5% | $12,270-56.3% |