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 | $248,003 | $77,634+219.5% | $156,549+58.4% | $62,891+294.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.68% | 50.32%-40.6pp | 32.23%-22.5pp | 20.14%-10.5pp |
| Employer contribution / active EE | $20,078 | $3,444+483.0% | $5,501+265.0% | $2,281+780.3% |
| Participant deferral / active EE | $11,664 | $3,045+283.0% | $4,871+139.5% | $3,203+264.2% |
| Admin fee / account holder | $1,951 | $5,561-64.9% | $13,027-85.0% | $4,296-54.6% |