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 | $231,655 | $106,515+117.5% | $96,683+139.6% | $139,434+66.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.52% | 38.43%-14.9pp | 35.69%-12.2pp | 372.94%-349.4pp |
| Employer contribution / active EE | $19,561 | $4,103+376.8% | $3,737+423.5% | $4,751+311.8% |
| Participant deferral / active EE | $1,897 | $5,454-65.2% | $4,878-61.1% | $6,710-71.7% |
| Admin fee / account holder | $118,649 | $7,877+1406.3% | $6,730+1663.1% | $11,403+940.5% |