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 | $229,141 | $86,286+165.6% | $111,297+105.9% | $85,850+166.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.26% | 19.99%-7.7pp | 54.65%-42.4pp | 318.53%-306.3pp |
| Employer contribution / active EE | $5,529 | $2,043+170.6% | $2,731+102.5% | $2,565+115.6% |
| Participant deferral / active EE | $9,825 | $3,641+169.9% | $4,487+119.0% | $3,952+148.6% |
| Admin fee / account holder | $31,719 | $8,188+287.4% | $7,964+298.3% | $6,260+406.7% |