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 | $182,279 | $58,208+213.2% | $81,812+122.8% | $80,856+125.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.81% | 41.66%-28.8pp | 773.79%-761.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $12,845 | $2,340+448.9% | $2,912+341.1% | $2,755+366.3% |
| Participant deferral / active EE | $9,170 | $3,281+179.5% | $4,319+112.3% | $4,296+113.5% |
| Admin fee / account holder | $29,770 | $4,981+497.6% | $7,386+303.1% | $6,918+330.3% |