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 | $224,214 | $102,317+119.1% | $146,958+52.6% | $80,856+177.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.72% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $12,519 | $3,713+237.2% | $4,933+153.8% | $2,755+354.4% |
| Participant deferral / active EE | $6,149 | $6,644-7.4% | $8,070-23.8% | $4,296+43.1% |
| Admin fee / account holder | $39,547 | $7,941+398.0% | $12,998+204.2% | $6,918+471.7% |