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 | $248,161 | $86,286+187.6% | $111,297+123.0% | $85,850+189.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 11.06% | 19.99%-8.9pp | 54.65%-43.6pp | 318.53%-307.5pp |
| Employer contribution / active EE | $6,082 | $2,043+197.7% | $2,731+122.7% | $2,565+137.1% |
| Participant deferral / active EE | $10,072 | $3,641+176.7% | $4,487+124.5% | $3,952+154.9% |
| Admin fee / account holder | $17,467 | $8,188+113.3% | $7,964+119.3% | $6,260+179.0% |