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 | $160,116 | $58,208+175.1% | $81,812+95.7% | $80,856+98.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.99% | 41.66%-25.7pp | 773.79%-757.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $8,701 | $2,340+271.8% | $2,912+198.8% | $2,755+215.8% |
| Participant deferral / active EE | $15,980 | $3,281+387.1% | $4,319+270.0% | $4,296+272.0% |
| Admin fee / account holder | $2,808 | $4,981-43.6% | $7,386-62.0% | $6,918-59.4% |