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 | $246,675 | $69,207+256.4% | $64,056+285.1% | $139,434+76.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.09% | 45.88%-35.8pp | 33.69%-23.6pp | 372.94%-362.9pp |
| Employer contribution / active EE | $5,507 | $3,182+73.1% | $2,747+100.5% | $4,751+15.9% |
| Participant deferral / active EE | $12,527 | $4,682+167.6% | $3,880+222.9% | $6,710+86.7% |
| Admin fee / account holder | $365 | $4,244-91.4% | $3,068-88.1% | $11,403-96.8% |