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 | $230,325 | $137,414+67.6% | $189,513+21.5% | $85,850+168.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.83% | 38.14%-22.3pp | 555.15%-539.3pp | 318.53%-302.7pp |
| Employer contribution / active EE | $3,306 | $4,344-23.9% | $6,162-46.4% | $2,565+28.9% |
| Participant deferral / active EE | $10,535 | $6,260+68.3% | $8,221+28.1% | $3,952+166.6% |
| Admin fee / account holder | $22,518 | $8,630+160.9% | $12,045+86.9% | $6,260+259.7% |