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 | $247,764 | $127,264+94.7% | $109,895+125.5% | $167,490+47.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 18.10% | 22.97%-4.9pp | 29.45%-11.4pp | 478.56%-460.5pp |
| Employer contribution / active EE | $14,493 | $3,322+336.2% | $2,842+409.9% | $4,837+199.6% |
| Participant deferral / active EE | $13,509 | $4,514+199.3% | $4,048+233.7% | $6,341+113.0% |
| Admin fee / account holder | $1,356 | $7,114-80.9% | $6,066-77.7% | $12,309-89.0% |