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 | $243,417 | $86,929+180.0% | $102,423+137.7% | $80,856+201.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 20.28% | 18.88%+1.4pp | 29.32%-9.0pp | 35.59%-15.3pp |
| Employer contribution / active EE | $9,259 | $2,369+290.8% | $3,023+206.3% | $2,755+236.1% |
| Participant deferral / active EE | $9,308 | $4,118+126.0% | $5,053+84.2% | $4,296+116.7% |
| Admin fee / account holder | $32,668 | $8,049+305.9% | $9,451+245.7% | $6,918+372.2% |