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 | $207,443 | $86,286+140.4% | $111,297+86.4% | $85,850+141.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.47% | 19.99%-7.5pp | 54.65%-42.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $6,342 | $2,043+210.4% | $2,731+132.2% | $2,565+147.3% |
| Participant deferral / active EE | $6,481 | $3,641+78.0% | $4,487+44.4% | $3,952+64.0% |
| Admin fee / account holder | $14,163 | $8,188+73.0% | $7,964+77.8% | $6,260+126.2% |