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 | $208,032 | $78,672+164.4% | $109,143+90.6% | $85,850+142.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.00% | 25.09%-10.1pp | 25.75%-10.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $13,962 | $2,735+410.6% | $3,722+275.1% | $2,565+444.3% |
| Participant deferral / active EE | $12,864 | $3,467+271.0% | $4,653+176.5% | $3,952+225.5% |
| Admin fee / account holder | $4,887 | $5,469-10.7% | $6,752-27.6% | $6,260-21.9% |