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 | $205,860 | $118,680+73.5% | $98,907+108.1% | $158,922+29.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 17.52% | 372.35%-354.8pp | 196.43%-178.9pp | 302.83%-285.3pp |
| Employer contribution / active EE | $17,258 | $3,333+417.8% | $2,689+541.8% | $4,761+262.5% |
| Participant deferral / active EE | $23,250 | $5,088+357.0% | $4,244+447.8% | $5,982+288.7% |
| Admin fee / account holder | $10,025 | $10,131-1.0% | $6,642+50.9% | $11,246-10.9% |