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 | $248,579 | $102,317+142.9% | $146,958+69.1% | $80,856+207.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.34% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $18,119 | $3,713+388.0% | $4,933+267.3% | $2,755+557.7% |
| Participant deferral / active EE | $19,989 | $6,644+200.9% | $8,070+147.7% | $4,296+365.3% |
| Admin fee / account holder | $8,558 | $7,941+7.8% | $12,998-34.2% | $6,918+23.7% |