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 | $212,222 | $77,899+172.4% | $149,673+41.8% | $75,163+182.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.61% | 31.72%-18.1pp | 134.42%-120.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,264 | $3,137-27.8% | $4,818-53.0% | $2,670-15.2% |
| Participant deferral / active EE | $7,286 | $3,411+113.6% | $5,680+28.3% | $4,125+76.6% |
| Admin fee / account holder | $14,388 | $5,956+141.6% | $13,210+8.9% | $5,651+154.6% |