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 | $215,022 | $77,899+176.0% | $149,673+43.7% | $75,163+186.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.04% | 31.72%-17.7pp | 134.42%-120.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $6,782 | $3,137+116.2% | $4,818+40.8% | $2,670+154.0% |
| Participant deferral / active EE | $5,151 | $3,411+51.0% | $5,680-9.3% | $4,125+24.9% |
| Admin fee / account holder | $6,541 | $5,956+9.8% | $13,210-50.5% | $5,651+15.8% |