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 | $247,035 | $137,414+79.8% | $189,513+30.4% | $85,850+187.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 34.62% | 38.14%-3.5pp | 555.15%-520.5pp | 318.53%-283.9pp |
| Employer contribution / active EE | $13,277 | $4,344+205.6% | $6,162+115.5% | $2,565+417.6% |
| Participant deferral / active EE | $16,374 | $6,260+161.6% | $8,221+99.2% | $3,952+314.4% |
| Admin fee / account holder | $4,022 | $8,630-53.4% | $12,045-66.6% | $6,260-35.8% |