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 | $54,705+354.7% | $71,209+249.3% | $84,808+193.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 29.93% | 35.90%-6.0pp | 282.51%-252.6pp | 40.90%-11.0pp |
| Employer contribution / active EE | $15,282 | $2,158+608.2% | $2,721+461.6% | $2,631+480.8% |
| Participant deferral / active EE | $5,379 | $3,030+77.5% | $4,175+28.8% | $4,212+27.7% |
| Admin fee / account holder | $2,160 | $4,863-55.6% | $5,349-59.6% | $7,344-70.6% |