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 | $239,067 | $175,202+36.5% | $149,673+59.7% | $139,434+71.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.71% | 166.71%-155.0pp | 134.42%-122.7pp | 372.94%-361.2pp |
| Employer contribution / active EE | $15,421 | $5,474+181.7% | $4,818+220.1% | $4,751+224.6% |
| Participant deferral / active EE | $8,365 | $6,519+28.3% | $5,680+47.3% | $6,710+24.7% |
| Admin fee / account holder | $22,218 | $16,150+37.6% | $13,210+68.2% | $11,403+94.9% |