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 | $237,937 | $72,277+229.2% | $101,248+135.0% | $79,858+198.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.64% | 22.30%-4.7pp | 46.47%-28.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $12,889 | $2,692+378.9% | $3,660+252.2% | $2,471+421.7% |
| Participant deferral / active EE | $14,237 | $3,282+333.8% | $4,370+225.8% | $3,740+280.7% |
| Admin fee / account holder | $965 | $4,400-78.1% | $5,945-83.8% | $5,306-81.8% |