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 | $232,654 | $93,571+148.6% | $135,903+71.2% | $75,163+209.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.12% | 30.90%-12.8pp | 68.23%-50.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $20,898 | $3,537+490.9% | $4,856+330.3% | $2,670+682.8% |
| Participant deferral / active EE | $14,526 | $6,404+126.8% | $7,758+87.2% | $4,125+252.1% |
| Admin fee / account holder | $3,750 | $6,975-46.2% | $10,762-65.2% | $5,651-33.6% |