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 | $248,729 | $51,638+381.7% | $68,368+263.8% | $82,448+201.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 29.93% | 37.53%-7.6pp | 292.57%-262.6pp | 41.64%-11.7pp |
| Employer contribution / active EE | $15,282 | $2,047+646.7% | $2,649+476.9% | $2,551+499.1% |
| Participant deferral / active EE | $5,379 | $2,914+84.6% | $4,123+30.5% | $4,139+30.0% |
| Admin fee / account holder | $2,160 | $4,643-53.5% | $5,150-58.1% | $7,234-70.1% |