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 | $211,601 | $58,234+263.4% | $81,783+158.7% | $80,874+161.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 13.75% | 41.70%-28.0pp | 775.05%-761.3pp | 35.62%-21.9pp |
| Employer contribution / active EE | $12,660 | $2,341+440.7% | $2,913+334.7% | $2,756+359.4% |
| Participant deferral / active EE | $9,852 | $3,283+200.1% | $4,320+128.0% | $4,297+129.3% |
| Admin fee / account holder | $7,751 | $4,982+55.6% | $7,380+5.0% | $6,935+11.8% |