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 | $236,513 | $65,041+263.6% | $90,951+160.0% | $79,858+196.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 14.05% | 30.45%-16.4pp | 134.60%-120.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $3,711 | $1,247+197.5% | $2,122+74.9% | $2,471+50.2% |
| Participant deferral / active EE | $4,335 | $2,512+72.6% | $3,373+28.5% | $3,740+15.9% |
| Admin fee / account holder | $20,505 | $4,536+352.0% | $5,959+244.1% | $5,306+286.4% |