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 | $248,102 | $114,381+116.9% | $107,525+130.7% | $142,382+74.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.05% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $14,680 | $4,015+265.7% | $3,754+291.1% | $4,299+241.5% |
| Participant deferral / active EE | $4,750 | $5,564-14.6% | $5,116-7.2% | $6,507-27.0% |
| Admin fee / account holder | $2,184 | $9,860-77.9% | $8,919-75.5% | $12,624-82.7% |