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 | $206,957 | $91,190+127.0% | $178,490+15.9% | $79,858+159.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.05% | 24.19%-8.1pp | 151.07%-135.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $8,886 | $3,256+172.9% | $5,011+77.3% | $2,471+259.6% |
| Participant deferral / active EE | $7,416 | $3,236+129.2% | $5,202+42.6% | $3,740+98.3% |
| Admin fee / account holder | $2,089 | $6,751-69.1% | $13,984-85.1% | $5,306-60.6% |