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 | $241,149 | $76,312+216.0% | $67,221+258.7% | $158,922+51.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.09% | 22.77%-9.7pp | 20.72%-7.6pp | 302.83%-289.7pp |
| Employer contribution / active EE | $6,469 | $4,476+44.5% | $3,723+73.7% | $4,761+35.9% |
| Participant deferral / active EE | $7,148 | $5,264+35.8% | $4,384+63.0% | $5,982+19.5% |
| Admin fee / account holder | $1,956 | $8,005-75.6% | $5,844-66.5% | $11,246-82.6% |