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 | $242,177 | $110,261+119.6% | $95,745+152.9% | $139,434+73.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.58% | 27.11%-9.5pp | 28.35%-10.8pp | 372.94%-355.4pp |
| Employer contribution / active EE | $7,200 | $3,257+121.0% | $2,835+154.0% | $4,751+51.6% |
| Participant deferral / active EE | $27,913 | $4,676+497.0% | $4,245+557.6% | $6,710+316.0% |
| Admin fee / account holder | $9,441 | $6,613+42.8% | $5,678+66.3% | $11,403-17.2% |