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 | $246,773 | $105,181+134.6% | $159,436+54.8% | $85,850+187.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.33% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $4,091 | $3,318+23.3% | $4,829-15.3% | $2,565+59.5% |
| Participant deferral / active EE | $10,150 | $5,945+70.7% | $7,352+38.1% | $3,952+156.9% |
| Admin fee / account holder | $1,757 | $6,933-74.7% | $10,799-83.7% | $6,260-71.9% |