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 | $224,999 | $114,381+96.7% | $107,525+109.3% | $142,382+58.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.74% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $6,384 | $4,015+59.0% | $3,754+70.1% | $4,299+48.5% |
| Participant deferral / active EE | $8,642 | $5,564+55.3% | $5,116+68.9% | $6,507+32.8% |
| Admin fee / account holder | $26,291 | $9,860+166.6% | $8,919+194.8% | $12,624+108.3% |