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 | $231,294 | $98,750+134.2% | $149,696+54.5% | $79,858+189.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 23.03% | 27.43%-4.4pp | 276.60%-253.6pp | 31.71%-8.7pp |
| Employer contribution / active EE | $11,745 | $3,216+265.2% | $4,644+152.9% | $2,471+375.3% |
| Participant deferral / active EE | $10,698 | $5,680+88.3% | $6,842+56.4% | $3,740+186.0% |
| Admin fee / account holder | $1,217 | $6,053-79.9% | $9,309-86.9% | $5,306-77.1% |