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 | $239,903 | $91,190+163.1% | $178,490+34.4% | $79,858+200.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.70% | 24.19%-7.5pp | 151.07%-134.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $6,427 | $3,256+97.4% | $5,011+28.3% | $2,471+160.1% |
| Participant deferral / active EE | $5,519 | $3,236+70.5% | $5,202+6.1% | $3,740+47.6% |
| Admin fee / account holder | $22,521 | $6,751+233.6% | $13,984+61.1% | $5,306+324.4% |