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 | $246,561 | $98,750+149.7% | $149,696+64.7% | $79,858+208.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.55% | 27.43%-11.9pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $7,217 | $3,216+124.4% | $4,644+55.4% | $2,471+192.1% |
| Participant deferral / active EE | $11,921 | $5,680+109.9% | $6,842+74.2% | $3,740+218.7% |
| Admin fee / account holder | $7,393 | $6,053+22.2% | $9,309-20.6% | $5,306+39.3% |