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 | $238,998 | $105,181+127.2% | $159,436+49.9% | $85,850+178.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.69% | 45.07%-29.4pp | 263.57%-247.9pp | 318.53%-302.8pp |
| Employer contribution / active EE | $6,667 | $3,318+100.9% | $4,829+38.0% | $2,565+159.9% |
| Participant deferral / active EE | $8,635 | $5,945+45.3% | $7,352+17.5% | $3,952+118.5% |
| Admin fee / account holder | $20,496 | $6,933+195.6% | $10,799+89.8% | $6,260+227.4% |