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 | $241,910 | $54,705+342.2% | $71,209+239.7% | $84,808+185.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.45% | 35.90%-19.4pp | 282.51%-266.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $13,349 | $2,158+518.6% | $2,721+390.6% | $2,631+407.4% |
| Participant deferral / active EE | $6,846 | $3,030+125.9% | $4,175+64.0% | $4,212+62.6% |
| Admin fee / account holder | $17,893 | $4,863+267.9% | $5,349+234.5% | $7,344+143.7% |