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 | $231,084 | $95,416+142.2% | $185,823+24.4% | $85,850+169.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.54% | 23.59%-10.0pp | 122.05%-108.5pp | 318.53%-305.0pp |
| Employer contribution / active EE | $12,072 | $3,314+264.3% | $5,167+133.6% | $2,565+370.6% |
| Participant deferral / active EE | $6,330 | $3,423+84.9% | $5,568+13.7% | $3,952+60.2% |
| Admin fee / account holder | $4,431 | $7,213-38.6% | $16,237-72.7% | $6,260-29.2% |