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 | $240,575 | $77,634+209.9% | $156,549+53.7% | $62,891+282.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 14.57% | 50.32%-35.7pp | 32.23%-17.7pp | 20.14%-5.6pp |
| Employer contribution / active EE | $9,807 | $3,444+184.8% | $5,501+78.3% | $2,281+330.0% |
| Participant deferral / active EE | $4,766 | $3,045+56.5% | $4,871-2.2% | $3,203+48.8% |
| Admin fee / account holder | $25,427 | $5,561+357.2% | $13,027+95.2% | $4,296+491.9% |