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 | $197,380 | $93,571+110.9% | $135,903+45.2% | $75,163+162.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.34% | 30.90%-10.6pp | 68.23%-47.9pp | 160.62%-140.3pp |
| Employer contribution / active EE | $16,220 | $3,537+358.6% | $4,856+234.0% | $2,670+507.6% |
| Participant deferral / active EE | $16,834 | $6,404+162.9% | $7,758+117.0% | $4,125+308.1% |
| Admin fee / account holder | $26,321 | $6,975+277.3% | $10,762+144.6% | $5,651+365.8% |