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 | $201,579 | $100,041+101.5% | $149,718+34.6% | $70,131+187.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.88% | 27.43%-13.5pp | 1501.63%-1487.7pp | 73.14%-59.3pp |
| Employer contribution / active EE | $10,074 | $3,662+175.1% | $5,445+85.0% | $2,342+330.1% |
| Participant deferral / active EE | $4,000 | $4,983-19.7% | $6,569-39.1% | $3,332+20.0% |
| Admin fee / account holder | $3,181 | $8,286-61.6% | $11,283-71.8% | $4,645-31.5% |