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 | $228,177 | $89,355+155.4% | $141,162+61.6% | $72,985+212.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 38.62% | 111.85%-73.2pp | 71.39%-32.8pp | 81.00%-42.4pp |
| Employer contribution / active EE | $5,305 | $3,114+70.3% | $4,735+12.0% | $2,440+117.4% |
| Participant deferral / active EE | $12,476 | $5,418+130.3% | $6,709+86.0% | $3,607+245.8% |
| Admin fee / account holder | $25,143 | $5,958+322.0% | $10,261+145.0% | $5,124+390.6% |