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 | $215,465 | $77,634+177.5% | $156,549+37.6% | $62,891+242.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.92% | 50.32%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $13,900 | $3,444+303.6% | $5,501+152.7% | $2,281+509.4% |
| Participant deferral / active EE | $7,595 | $3,045+149.4% | $4,871+55.9% | $3,203+137.1% |
| Admin fee / account holder | $2,239 | $5,561-59.7% | $13,027-82.8% | $4,296-47.9% |