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 | $242,936 | $89,355+171.9% | $141,162+72.1% | $72,985+232.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.96% | 111.85%-86.9pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $5,125 | $3,114+64.5% | $4,735+8.2% | $2,440+110.0% |
| Participant deferral / active EE | $10,178 | $5,418+87.8% | $6,709+51.7% | $3,607+182.1% |
| Admin fee / account holder | $519 | $5,958-91.3% | $10,261-94.9% | $5,124-89.9% |