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 | $249,588 | $77,634+221.5% | $156,549+59.4% | $62,891+296.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.52% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $20,605 | $3,444+498.3% | $5,501+274.6% | $2,281+803.4% |
| Participant deferral / active EE | $8,747 | $3,045+187.2% | $4,871+79.6% | $3,203+173.1% |
| Admin fee / account holder | $15,054 | $5,561+170.7% | $13,027+15.6% | $4,296+250.4% |