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 | $208,799 | $80,968+157.9% | $96,544+116.3% | $75,163+177.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.79% | 27.06%-13.3pp | 25.84%-12.1pp | 160.62%-146.8pp |
| Employer contribution / active EE | $3,609 | $2,282+58.2% | $2,965+21.7% | $2,670+35.2% |
| Participant deferral / active EE | $5,499 | $3,928+40.0% | $4,851+13.4% | $4,125+33.3% |
| Admin fee / account holder | $26,030 | $6,724+287.1% | $8,252+215.4% | $5,651+360.6% |