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 | $237,554 | $65,041+265.2% | $90,951+161.2% | $79,858+197.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 13.70% | 30.45%-16.8pp | 134.60%-120.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $9,047 | $1,247+625.4% | $2,122+326.3% | $2,471+266.1% |
| Participant deferral / active EE | $6,755 | $2,512+168.9% | $3,373+100.3% | $3,740+80.6% |
| Admin fee / account holder | $16,865 | $4,536+271.8% | $5,959+183.0% | $5,306+217.8% |