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 | $249,906 | $91,538+173.0% | $129,995+92.2% | $75,163+232.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.92% | -631.11%+647.0pp | -137.18%+153.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $5,380 | $2,845+89.1% | $4,320+24.5% | $2,670+101.5% |
| Participant deferral / active EE | $11,063 | $4,341+154.9% | $5,820+90.1% | $4,125+168.2% |
| Admin fee / account holder | $21,459 | $6,790+216.0% | $10,614+102.2% | $5,651+279.7% |