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 | $244,742 | $71,050+244.5% | $93,606+161.5% | $80,856+202.7% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 10.66% | 11.26%-0.6pp | 133.20%-122.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $9,861 | $1,564+530.7% | $2,420+307.5% | $2,755+258.0% |
| Participant deferral / active EE | $8,670 | $4,034+115.0% | $4,411+96.5% | $4,296+101.8% |
| Admin fee / account holder | $33,407 | $6,945+381.0% | $8,285+303.2% | $6,918+382.9% |