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 | $238,555 | $89,753+165.8% | $107,525+121.9% | $84,808+181.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.09% | 29.48%-14.4pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $9,111 | $3,113+192.6% | $3,754+142.7% | $2,631+246.3% |
| Participant deferral / active EE | $7,777 | $4,056+91.7% | $5,116+52.0% | $4,212+84.7% |
| Admin fee / account holder | $21,721 | $7,222+200.8% | $8,919+143.5% | $7,344+195.8% |