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 | $244,904 | $84,233+190.7% | $170,442+43.7% | $70,131+249.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.71% | 23.06%-6.4pp | 205.93%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $11,890 | $3,387+251.1% | $5,433+118.9% | $2,342+407.6% |
| Participant deferral / active EE | $8,611 | $3,086+179.1% | $4,939+74.3% | $3,332+158.5% |
| Admin fee / account holder | $670 | $5,698-88.2% | $13,880-95.2% | $4,645-85.6% |