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 | $221,061 | $83,477+164.8% | $125,175+76.6% | $72,985+202.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 33.20% | 25.78%+7.4pp | 43.79%-10.6pp | 81.00%-47.8pp |
| Employer contribution / active EE | $5,228 | $2,345+122.9% | $3,865+35.2% | $2,440+114.3% |
| Participant deferral / active EE | $13,022 | $3,585+263.2% | $4,937+163.8% | $3,607+261.0% |
| Admin fee / account holder | $3,999 | $5,517-27.5% | $9,702-58.8% | $5,124-22.0% |