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 | $224,575 | $81,248+176.4% | $155,509+44.4% | $80,856+177.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.83% | 33.31%-17.5pp | 64.67%-48.8pp | 35.59%-19.8pp |
| Employer contribution / active EE | $10,732 | $3,100+246.2% | $4,672+129.7% | $2,755+289.6% |
| Participant deferral / active EE | $9,172 | $3,452+165.7% | $5,626+63.0% | $4,296+113.5% |
| Admin fee / account holder | $39,282 | $7,997+391.2% | $15,912+146.9% | $6,918+467.8% |