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 | $246,596 | $69,207+256.3% | $64,056+285.0% | $139,434+76.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.13% | 45.88%-25.8pp | 33.69%-13.6pp | 372.94%-352.8pp |
| Employer contribution / active EE | $13,658 | $3,182+329.2% | $2,747+397.3% | $4,751+187.5% |
| Participant deferral / active EE | $19,029 | $4,682+306.5% | $3,880+390.4% | $6,710+183.6% |
| Admin fee / account holder | $40,923 | $4,244+864.3% | $3,068+1233.8% | $11,403+258.9% |