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 | $225,485 | $99,985+125.5% | $146,665+53.7% | $85,850+162.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.66% | 18.93%-5.3pp | 22.74%-9.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $14,362 | $2,559+461.3% | $4,136+247.2% | $2,565+459.9% |
| Participant deferral / active EE | $4,925 | $4,006+23.0% | $5,506-10.6% | $3,952+24.6% |
| Admin fee / account holder | $17,026 | $7,702+121.0% | $10,280+65.6% | $6,260+172.0% |