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 | $213,125 | $107,334+98.6% | $92,893+129.4% | $152,861+39.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.36% | 145.58%-125.2pp | 109.41%-89.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $11,910 | $4,221+182.2% | $3,653+226.1% | $4,762+150.1% |
| Participant deferral / active EE | $8,335 | $4,845+72.0% | $4,236+96.8% | $5,850+42.5% |
| Admin fee / account holder | $2,753 | $7,079-61.1% | $5,794-52.5% | $11,596-76.3% |