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 | $238,657 | $109,881+117.2% | $150,045+59.1% | $84,808+181.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.38% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $13,237 | $3,561+271.7% | $4,693+182.0% | $2,631+403.1% |
| Participant deferral / active EE | $9,055 | $6,636+36.5% | $7,997+13.2% | $4,212+115.0% |
| Admin fee / account holder | $30,891 | $8,568+260.5% | $13,435+129.9% | $7,344+320.6% |