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 8-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 | $226,541 | $96,635+134.4% | $86,612+161.6% | $139,434+62.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.24% | 106.41%-88.2pp | 591.07%-572.8pp | 372.94%-354.7pp |
| Employer contribution / active EE | $4,135 | $3,263+26.7% | $3,022+36.8% | $4,751-13.0% |
| Participant deferral / active EE | $7,500 | $4,836+55.1% | $4,438+69.0% | $6,710+11.8% |
| Admin fee / account holder | $3,539 | $6,408-44.8% | $5,614-37.0% | $11,403-69.0% |