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 | $208,731 | $107,334+94.5% | $92,893+124.7% | $152,861+36.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.55% | 145.58%-124.0pp | 109.41%-87.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $8,079 | $4,221+91.4% | $3,653+121.2% | $4,762+69.6% |
| Participant deferral / active EE | $19,327 | $4,845+298.9% | $4,236+356.3% | $5,850+230.4% |
| Admin fee / account holder | $1,799 | $7,079-74.6% | $5,794-69.0% | $11,596-84.5% |