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 | $240,464 | $105,998+126.9% | $92,233+160.7% | $147,584+62.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.18% | 50.05%-33.9pp | 176.28%-160.1pp | 578.55%-562.4pp |
| Employer contribution / active EE | $4,689 | $4,333+8.2% | $3,679+27.4% | $4,876-3.8% |
| Participant deferral / active EE | $8,181 | $4,478+82.7% | $3,897+109.9% | $5,439+50.4% |
| Admin fee / account holder | $8,726 | $6,332+37.8% | $5,194+68.0% | $10,885-19.8% |