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 | $238,527 | $81,632+192.2% | $70,449+238.6% | $158,922+50.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 21.92% | 208.40%-186.5pp | 109.03%-87.1pp | 302.83%-280.9pp |
| Employer contribution / active EE | $15,844 | $3,217+392.5% | $2,737+479.0% | $4,761+232.8% |
| Participant deferral / active EE | $5,281 | $4,554+16.0% | $3,709+42.4% | $5,982-11.7% |
| Admin fee / account holder | $4,765 | $6,193-23.1% | $3,845+23.9% | $11,246-57.6% |