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 | $243,755 | $85,202+186.1% | $172,739+41.1% | $72,985+234.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.80% | 27.32%-2.5pp | 802.84%-778.0pp | 81.00%-56.2pp |
| Employer contribution / active EE | $17,314 | $3,324+420.8% | $5,143+236.7% | $2,440+609.6% |
| Participant deferral / active EE | $9,576 | $3,260+193.7% | $5,198+84.2% | $3,607+165.4% |
| Admin fee / account holder | $53,176 | $5,884+803.8% | $13,954+281.1% | $5,124+937.7% |