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 | $200,449 | $89,753+123.3% | $107,525+86.4% | $84,808+136.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.28% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $7,173 | $3,113+130.4% | $3,754+91.1% | $2,631+172.7% |
| Participant deferral / active EE | $4,247 | $4,056+4.7% | $5,116-17.0% | $4,212+0.8% |
| Admin fee / account holder | $10,446 | $7,222+44.6% | $8,919+17.1% | $7,344+42.2% |