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 | $246,937 | $85,004+190.5% | $76,284+223.7% | $145,959+69.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 18.74% | 13.11%+5.6pp | 13.77%+5.0pp | 561.95%-543.2pp |
| Employer contribution / active EE | $9,527 | $5,265+81.0% | $4,585+107.8% | $4,661+104.4% |
| Participant deferral / active EE | $12,327 | $6,390+92.9% | $5,478+125.0% | $6,689+84.3% |
| Admin fee / account holder | $5,527 | $5,760-4.0% | $5,131+7.7% | $13,398-58.7% |