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 | $209,507 | $88,672+136.3% | $105,223+99.1% | $82,448+154.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.94% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $9,975 | $3,048+227.3% | $3,689+170.4% | $2,551+291.0% |
| Participant deferral / active EE | $2,752 | $4,036-31.8% | $5,072-45.7% | $4,139-33.5% |
| Admin fee / account holder | $8,932 | $7,146+25.0% | $8,859+0.8% | $7,234+23.5% |