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 | $249,288 | $102,317+143.6% | $146,958+69.6% | $80,856+208.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.42% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $12,383 | $3,713+233.5% | $4,933+151.0% | $2,755+349.5% |
| Participant deferral / active EE | $16,750 | $6,644+152.1% | $8,070+107.6% | $4,296+289.9% |
| Admin fee / account holder | $22,082 | $7,941+178.1% | $12,998+69.9% | $6,918+219.2% |