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 | $201,345 | $98,750+103.9% | $149,696+34.5% | $79,858+152.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.56% | 27.43%-13.9pp | 276.60%-263.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $3,644 | $3,216+13.3% | $4,644-21.5% | $2,471+47.5% |
| Participant deferral / active EE | $8,733 | $5,680+53.7% | $6,842+27.6% | $3,740+133.5% |
| Admin fee / account holder | $35,605 | $6,053+488.3% | $9,309+282.5% | $5,306+571.0% |