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 | $201,922 | $58,208+246.9% | $81,812+146.8% | $80,856+149.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.99% | 41.66%-29.7pp | 773.79%-761.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,406 | $2,340+45.5% | $2,912+16.9% | $2,755+23.6% |
| Participant deferral / active EE | $10,858 | $3,281+230.9% | $4,319+151.4% | $4,296+152.8% |
| Admin fee / account holder | $12,552 | $4,981+152.0% | $7,386+69.9% | $6,918+81.4% |