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 | $238,607 | $81,248+193.7% | $155,509+53.4% | $80,856+195.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.17% | 33.31%-16.1pp | 64.67%-47.5pp | 35.59%-18.4pp |
| Employer contribution / active EE | $9,665 | $3,100+211.8% | $4,672+106.9% | $2,755+250.9% |
| Participant deferral / active EE | $6,988 | $3,452+102.5% | $5,626+24.2% | $4,296+62.7% |
| Admin fee / account holder | $1,582 | $7,997-80.2% | $15,912-90.1% | $6,918-77.1% |