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 | $243,243 | $91,190+166.7% | $178,490+36.3% | $79,858+204.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 23.52% | 24.19%-0.7pp | 151.07%-127.5pp | 31.71%-8.2pp |
| Employer contribution / active EE | $6,052 | $3,256+85.9% | $5,011+20.8% | $2,471+145.0% |
| Participant deferral / active EE | $4,361 | $3,236+34.8% | $5,202-16.2% | $3,740+16.6% |
| Admin fee / account holder | $495 | $6,751-92.7% | $13,984-96.5% | $5,306-90.7% |