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 | $241,814 | $123,793+95.3% | $177,821+36.0% | $79,858+202.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 16.89% | 22.82%-5.9pp | 48.32%-31.4pp | 31.71%-14.8pp |
| Employer contribution / active EE | $14,891 | $4,095+263.6% | $5,918+151.6% | $2,471+502.7% |
| Participant deferral / active EE | $7,380 | $5,956+23.9% | $7,714-4.3% | $3,740+97.3% |
| Admin fee / account holder | $16,534 | $7,243+128.3% | $12,427+33.0% | $5,306+211.6% |