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 | $215,649 | $100,041+115.6% | $149,718+44.0% | $70,131+207.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 26.09% | 27.43%-1.3pp | 1501.63%-1475.5pp | 73.14%-47.0pp |
| Employer contribution / active EE | $8,831 | $3,662+141.2% | $5,445+62.2% | $2,342+277.0% |
| Participant deferral / active EE | $13,627 | $4,983+173.5% | $6,569+107.4% | $3,332+309.0% |
| Admin fee / account holder | $16,436 | $8,286+98.4% | $11,283+45.7% | $4,645+253.8% |