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 | $214,839 | $100,041+114.7% | $149,718+43.5% | $70,131+206.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.15% | 27.43%-11.3pp | 1501.63%-1485.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $10,918 | $3,662+198.2% | $5,445+100.5% | $2,342+366.1% |
| Participant deferral / active EE | $11,616 | $4,983+133.1% | $6,569+76.8% | $3,332+248.6% |
| Admin fee / account holder | $20,734 | $8,286+150.2% | $11,283+83.8% | $4,645+346.3% |