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 | $220,374 | $98,750+123.2% | $149,696+47.2% | $79,858+176.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.21% | 27.43%-8.2pp | 276.60%-257.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $10,731 | $3,216+233.6% | $4,644+131.1% | $2,471+334.3% |
| Participant deferral / active EE | $10,123 | $5,680+78.2% | $6,842+48.0% | $3,740+170.7% |
| Admin fee / account holder | $1,585 | $6,053-73.8% | $9,309-83.0% | $5,306-70.1% |