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 | $237,592 | $110,261+115.5% | $95,745+148.2% | $139,434+70.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.39% | 27.11%-6.7pp | 28.35%-8.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $17,010 | $3,257+422.2% | $2,835+500.1% | $4,751+258.0% |
| Participant deferral / active EE | $22,500 | $4,676+381.2% | $4,245+430.1% | $6,710+235.3% |
| Admin fee / account holder | $2,738 | $6,613-58.6% | $5,678-51.8% | $11,403-76.0% |