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 | $249,242 | $100,041+149.1% | $149,718+66.5% | $70,131+255.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.78% | 27.43%-13.6pp | 1501.63%-1487.8pp | 73.14%-59.4pp |
| Employer contribution / active EE | $22,097 | $3,662+503.5% | $5,445+305.8% | $2,342+843.3% |
| Participant deferral / active EE | $19,990 | $4,983+301.2% | $6,569+204.3% | $3,332+500.0% |
| Admin fee / account holder | $61,158 | $8,286+638.1% | $11,283+442.1% | $4,645+1216.6% |