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 | $230,558 | $65,561+251.7% | $86,188+167.5% | $75,163+206.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 26.27% | 46.05%-19.8pp | 1168.45%-1142.2pp | 160.62%-134.4pp |
| Employer contribution / active EE | $6,718 | $1,553+332.7% | $2,380+182.2% | $2,670+151.6% |
| Participant deferral / active EE | $11,153 | $3,024+268.9% | $3,985+179.9% | $4,125+170.4% |
| Admin fee / account holder | $13,340 | $5,474+143.7% | $6,852+94.7% | $5,651+136.1% |