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 | $246,271 | $162,781+51.3% | $133,956+83.8% | $158,922+55.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.36% | 41.94%-27.6pp | 45.09%-30.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $7,682 | $4,975+54.4% | $3,919+96.1% | $4,761+61.4% |
| Participant deferral / active EE | $13,056 | $5,911+120.9% | $5,048+158.7% | $5,982+118.3% |
| Admin fee / account holder | $49,607 | $11,736+322.7% | $8,927+455.7% | $11,246+341.1% |