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 | $227,798 | $89,355+154.9% | $141,162+61.4% | $72,985+212.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.68% | 111.85%-90.2pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $9,223 | $3,114+196.2% | $4,735+94.8% | $2,440+278.0% |
| Participant deferral / active EE | $6,290 | $5,418+16.1% | $6,709-6.3% | $3,607+74.4% |
| Admin fee / account holder | $21,579 | $5,958+262.2% | $10,261+110.3% | $5,124+321.1% |