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 | $242,861 | $102,317+137.4% | $146,958+65.3% | $80,856+200.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.41% | 134.76%-121.4pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $9,946 | $3,713+167.9% | $4,933+101.6% | $2,755+261.0% |
| Participant deferral / active EE | $10,292 | $6,644+54.9% | $8,070+27.5% | $4,296+139.6% |
| Admin fee / account holder | $13,016 | $7,941+63.9% | $12,998+0.1% | $6,918+88.2% |