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 | $240,631 | $62,672+284.0% | $185,117+30.0% | $70,131+243.1% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 15.86% | 40.79%-24.9pp | 40.50%-24.6pp | 73.14%-57.3pp |
| Employer contribution / active EE | $12,517 | $1,753+613.9% | $4,182+199.3% | $2,342+434.3% |
| Participant deferral / active EE | $8,082 | $3,272+147.0% | $5,045+60.2% | $3,332+142.6% |
| Admin fee / account holder | $8,333 | $3,932+111.9% | $8,159+2.1% | $4,645+79.4% |