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 | $200,747 | $73,933+171.5% | $96,683+107.6% | $75,163+167.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.97% | 26.70%-6.7pp | 35.69%-15.7pp | 160.62%-140.7pp |
| Employer contribution / active EE | $9,000 | $2,928+207.4% | $3,737+140.9% | $2,670+237.1% |
| Participant deferral / active EE | $8,293 | $3,659+126.7% | $4,878+70.0% | $4,125+101.0% |
| Admin fee / account holder | $8,383 | $5,216+60.7% | $6,730+24.6% | $5,651+48.3% |