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 | $248,117 | $105,126+136.0% | $94,646+162.2% | $139,434+77.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.52% | 38.03%-21.5pp | 156.71%-140.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $8,418 | $4,106+105.0% | $3,672+129.2% | $4,751+77.2% |
| Participant deferral / active EE | $16,500 | $7,599+117.1% | $7,418+122.4% | $6,710+145.9% |
| Admin fee / account holder | $1,290 | $8,984-85.6% | $7,231-82.2% | $11,403-88.7% |