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 | $245,264 | $85,202+187.9% | $172,739+42.0% | $72,985+236.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.74% | 27.32%-7.6pp | 802.84%-783.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $14,382 | $3,324+332.6% | $5,143+179.6% | $2,440+489.5% |
| Participant deferral / active EE | $9,701 | $3,260+197.6% | $5,198+86.6% | $3,607+168.9% |
| Admin fee / account holder | $45,003 | $5,884+664.8% | $13,954+222.5% | $5,124+778.2% |