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 | $232,125 | $127,264+82.4% | $109,895+111.2% | $167,490+38.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.56% | 22.97%-9.4pp | 29.45%-15.9pp | 478.56%-465.0pp |
| Employer contribution / active EE | $4,539 | $3,322+36.6% | $2,842+59.7% | $4,837-6.2% |
| Participant deferral / active EE | $15,975 | $4,514+253.9% | $4,048+294.6% | $6,341+151.9% |
| Admin fee / account holder | $17,695 | $7,114+148.7% | $6,066+191.7% | $12,309+43.8% |