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 | $215,515 | $102,317+110.6% | $146,958+46.7% | $80,856+166.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 21.41% | 134.76%-113.4pp | 418.34%-396.9pp | 35.59%-14.2pp |
| Employer contribution / active EE | $5,632 | $3,713+51.7% | $4,933+14.2% | $2,755+104.5% |
| Participant deferral / active EE | $7,850 | $6,644+18.2% | $8,070-2.7% | $4,296+82.7% |
| Admin fee / account holder | $1,168 | $7,941-85.3% | $12,998-91.0% | $6,918-83.1% |