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 | $239,865 | $99,020+142.2% | $86,590+177.0% | $147,584+62.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.87% | 1312.34%-1300.5pp | 964.84%-953.0pp | 578.55%-566.7pp |
| Employer contribution / active EE | $6,463 | $3,132+106.4% | $2,839+127.6% | $4,876+32.5% |
| Participant deferral / active EE | $14,114 | $3,972+255.3% | $3,609+291.1% | $5,439+159.5% |
| Admin fee / account holder | $12,364 | $5,710+116.5% | $4,906+152.0% | $10,885+13.6% |