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 | $229,652 | $105,181+118.3% | $159,436+44.0% | $85,850+167.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.24% | 45.07%-31.8pp | 263.57%-250.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $5,207 | $3,318+56.9% | $4,829+7.8% | $2,565+103.0% |
| Participant deferral / active EE | $10,223 | $5,945+72.0% | $7,352+39.1% | $3,952+158.7% |
| Admin fee / account holder | $801 | $6,933-88.4% | $10,799-92.6% | $6,260-87.2% |