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 | $248,662 | $98,750+151.8% | $149,696+66.1% | $79,858+211.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 27.95% | 27.43%+0.5pp | 276.60%-248.7pp | 31.71%-3.8pp |
| Employer contribution / active EE | $3,701 | $3,216+15.1% | $4,644-20.3% | $2,471+49.8% |
| Participant deferral / active EE | $10,597 | $5,680+86.6% | $6,842+54.9% | $3,740+183.3% |
| Admin fee / account holder | $13,949 | $6,053+130.5% | $9,309+49.8% | $5,306+162.9% |