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 | $223,167 | $85,766+160.2% | $136,294+63.7% | $70,131+218.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.64% | 31.45%-12.8pp | 5155.94%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $5,585 | $2,966+88.3% | $4,695+18.9% | $2,342+138.4% |
| Participant deferral / active EE | $8,926 | $5,051+76.7% | $6,247+42.9% | $3,332+167.9% |
| Admin fee / account holder | $2,837 | $5,420-47.7% | $9,243-69.3% | $4,645-38.9% |