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 | $200,722 | $76,552+162.2% | $123,892+62.0% | $62,891+219.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.41% | 18.68%-12.3pp | 47.52%-41.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $5,128 | $2,883+77.9% | $4,617+11.1% | $2,281+124.8% |
| Participant deferral / active EE | $11,039 | $4,840+128.1% | $5,984+84.5% | $3,203+244.6% |
| Admin fee / account holder | $15,286 | $4,826+216.8% | $8,357+82.9% | $4,296+255.8% |