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 | $190,304 | $89,753+112.0% | $107,525+77.0% | $84,808+124.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.77% | 29.48%-12.7pp | 181.32%-164.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $7,127 | $3,113+128.9% | $3,754+89.9% | $2,631+170.9% |
| Participant deferral / active EE | $10,073 | $4,056+148.3% | $5,116+96.9% | $4,212+139.2% |
| Admin fee / account holder | $26,811 | $7,222+271.2% | $8,919+200.6% | $7,344+265.1% |