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 | $238,818 | $90,397+164.2% | $76,002+214.2% | $145,959+63.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.75% | 621.97%-610.2pp | 360.07%-348.3pp | 561.95%-550.2pp |
| Employer contribution / active EE | $19,277 | $3,317+481.1% | $2,688+617.1% | $4,661+313.6% |
| Participant deferral / active EE | $5,900 | $5,163+14.3% | $4,257+38.6% | $6,689-11.8% |
| Admin fee / account holder | $3,649 | $8,369-56.4% | $6,414-43.1% | $13,398-72.8% |