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 | $222,123 | $84,233+163.7% | $170,442+30.3% | $70,131+216.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.96% | 23.06%-3.1pp | 205.93%-186.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $5,021 | $3,387+48.2% | $5,433-7.6% | $2,342+114.3% |
| Participant deferral / active EE | $6,490 | $3,086+110.3% | $4,939+31.4% | $3,332+94.8% |
| Admin fee / account holder | $4,806 | $5,698-15.7% | $13,880-65.4% | $4,645+3.4% |