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 | $247,114 | $124,281+98.8% | $109,143+126.4% | $167,490+47.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.21% | 26.04%-8.8pp | 25.75%-8.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $13,930 | $4,207+231.1% | $3,722+274.3% | $4,837+188.0% |
| Participant deferral / active EE | $8,509 | $5,255+61.9% | $4,653+82.9% | $6,341+34.2% |
| Admin fee / account holder | $8,641 | $7,970+8.4% | $6,752+28.0% | $12,309-29.8% |