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 | $246,945 | $118,849+107.8% | $96,562+155.7% | $167,490+47.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.82% | 50.49%-30.7pp | 37.78%-18.0pp | 478.56%-458.7pp |
| Employer contribution / active EE | $7,772 | $3,120+149.1% | $2,356+229.8% | $4,837+60.7% |
| Participant deferral / active EE | $6,032 | $4,616+30.7% | $3,849+56.7% | $6,341-4.9% |
| Admin fee / account holder | $24,146 | $8,065+199.4% | $6,181+290.7% | $12,309+96.2% |