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 | $249,694 | $126,574+97.3% | $106,213+135.1% | $145,922+71.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.77% | 224.79%-208.0pp | 116.14%-99.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $8,878 | $3,730+138.0% | $3,171+179.9% | $4,660+90.5% |
| Participant deferral / active EE | $14,652 | $5,724+156.0% | $5,016+192.1% | $6,688+119.1% |
| Admin fee / account holder | $5,304 | $17,304-69.3% | $11,033-51.9% | $13,397-60.4% |