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 | $209,830 | $77,899+169.4% | $149,673+40.2% | $75,163+179.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.44% | 31.72%-18.3pp | 134.42%-121.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $6,834 | $3,137+117.8% | $4,818+41.8% | $2,670+156.0% |
| Participant deferral / active EE | $8,342 | $3,411+144.6% | $5,680+46.9% | $4,125+102.2% |
| Admin fee / account holder | $108,735 | $5,956+1725.5% | $13,210+723.1% | $5,651+1824.2% |