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 | $248,263 | $87,841+182.6% | $133,980+85.3% | $62,891+294.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 9.66% | 12.05%-2.4pp | 29.30%-19.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $5,202 | $3,483+49.4% | $5,211-0.2% | $2,281+128.1% |
| Participant deferral / active EE | $11,100 | $4,812+130.7% | $6,282+76.7% | $3,203+246.5% |
| Admin fee / account holder | $884 | $5,371-83.5% | $9,324-90.5% | $4,296-79.4% |