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 | $234,543 | $72,071+225.4% | $68,368+243.1% | $137,256+70.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.41% | 353.14%-336.7pp | 292.57%-276.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $7,500 | $2,788+169.0% | $2,649+183.1% | $4,156+80.5% |
| Participant deferral / active EE | $16,312 | $4,410+269.9% | $4,123+295.7% | $6,407+154.6% |
| Admin fee / account holder | $87,754 | $5,336+1544.7% | $5,150+1604.0% | $12,270+615.2% |