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 | $245,957 | $102,317+140.4% | $146,958+67.4% | $80,856+204.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.50% | 134.76%-118.3pp | 418.34%-401.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $9,972 | $3,713+168.6% | $4,933+102.1% | $2,755+262.0% |
| Participant deferral / active EE | $14,851 | $6,644+123.5% | $8,070+84.0% | $4,296+245.7% |
| Admin fee / account holder | $11,349 | $7,941+42.9% | $12,998-12.7% | $6,918+64.1% |