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 | $236,352 | $85,202+177.4% | $172,739+36.8% | $72,985+223.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.19% | 27.32%-10.1pp | 802.84%-785.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $10,754 | $3,324+223.5% | $5,143+109.1% | $2,440+340.8% |
| Participant deferral / active EE | $5,780 | $3,260+77.3% | $5,198+11.2% | $3,607+60.2% |
| Admin fee / account holder | $20,368 | $5,884+246.2% | $13,954+46.0% | $5,124+297.5% |