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 | $239,616 | $53,901+344.5% | $134,143+78.6% | $73,488+226.1% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.2%+27.8pp | 70.7%+29.3pp |
| Annual return | 13.55% | 15.82%-2.3pp | 36.33%-22.8pp | 28.51%-15.0pp |
| Employer contribution / active EE | $14,011 | $1,458+860.8% | $3,704+278.3% | $2,270+517.2% |
| Participant deferral / active EE | $11,328 | $2,739+313.6% | $3,499+223.8% | $3,740+202.9% |
| Admin fee / account holder | $13,440 | $581+2215.1% | $6,684+101.1% | $513+2519.5% |