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 | $212,276 | $86,286+146.0% | $111,297+90.7% | $85,850+147.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 16.79% | 19.99%-3.2pp | 54.65%-37.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $7,524 | $2,043+268.3% | $2,731+175.5% | $2,565+193.3% |
| Participant deferral / active EE | $10,703 | $3,641+194.0% | $4,487+138.5% | $3,952+170.9% |
| Admin fee / account holder | $25,441 | $8,188+210.7% | $7,964+219.5% | $6,260+306.4% |