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 | $236,784 | $109,881+115.5% | $150,045+57.8% | $84,808+179.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 24.83% | 28.25%-3.4pp | 62.55%-37.7pp | 40.90%-16.1pp |
| Employer contribution / active EE | $9,451 | $3,561+165.4% | $4,693+101.4% | $2,631+259.2% |
| Participant deferral / active EE | $14,377 | $6,636+116.7% | $7,997+79.8% | $4,212+241.4% |
| Admin fee / account holder | $47,598 | $8,568+455.5% | $13,435+254.3% | $7,344+548.1% |