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 | $235,556 | $105,181+124.0% | $159,436+47.7% | $85,850+174.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.49% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.0pp |
| Employer contribution / active EE | $10,221 | $3,318+208.0% | $4,829+111.6% | $2,565+298.5% |
| Participant deferral / active EE | $11,492 | $5,945+93.3% | $7,352+56.3% | $3,952+190.8% |
| Admin fee / account holder | $398 | $6,933-94.3% | $10,799-96.3% | $6,260-93.6% |