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 | $246,044 | $93,571+162.9% | $135,903+81.0% | $75,163+227.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.92% | 30.90%-13.0pp | 68.23%-50.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $8,223 | $3,537+132.5% | $4,856+69.3% | $2,670+208.0% |
| Participant deferral / active EE | $11,111 | $6,404+73.5% | $7,758+43.2% | $4,125+169.4% |
| Admin fee / account holder | $5,471 | $6,975-21.6% | $10,762-49.2% | $5,651-3.2% |