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 | $200,707 | $90,745+121.2% | $130,231+54.1% | $75,163+167.0% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 18.87% | 34.45%-15.6pp | 38.77%-19.9pp | 160.62%-141.7pp |
| Employer contribution / active EE | $8,820 | $3,314+166.2% | $4,126+113.8% | $2,670+230.4% |
| Participant deferral / active EE | $9,001 | $5,362+67.9% | $6,799+32.4% | $4,125+118.2% |
| Admin fee / account holder | $40,930 | $6,331+546.5% | $6,020+579.9% | $5,651+624.3% |