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 | $231,256 | $91,190+153.6% | $178,490+29.6% | $79,858+189.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 22.04% | 24.19%-2.2pp | 151.07%-129.0pp | 31.71%-9.7pp |
| Employer contribution / active EE | $9,420 | $3,256+189.3% | $5,011+88.0% | $2,471+281.2% |
| Participant deferral / active EE | $10,673 | $3,236+229.8% | $5,202+105.2% | $3,740+185.4% |
| Admin fee / account holder | $4,328 | $6,751-35.9% | $13,984-69.0% | $5,306-18.4% |