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 | $231,139 | $100,041+131.0% | $149,718+54.4% | $70,131+229.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 25.02% | 27.43%-2.4pp | 1501.63%-1476.6pp | 73.14%-48.1pp |
| Employer contribution / active EE | $6,121 | $3,662+67.2% | $5,445+12.4% | $2,342+161.3% |
| Participant deferral / active EE | $15,051 | $4,983+202.1% | $6,569+129.1% | $3,332+351.8% |
| Admin fee / account holder | $5,029 | $8,286-39.3% | $11,283-55.4% | $4,645+8.3% |