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 | $242,713 | $98,750+145.8% | $149,696+62.1% | $79,858+203.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.15% | 27.43%-12.3pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $23,242 | $3,216+622.6% | $4,644+400.5% | $2,471+840.7% |
| Participant deferral / active EE | $10,931 | $5,680+92.4% | $6,842+59.8% | $3,740+192.3% |
| Admin fee / account holder | $8,599 | $6,053+42.1% | $9,309-7.6% | $5,306+62.1% |