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 | $223,947 | $78,672+184.7% | $109,143+105.2% | $85,850+160.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.35% | 25.09%-10.7pp | 25.75%-11.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $8,800 | $2,735+221.8% | $3,722+136.4% | $2,565+243.1% |
| Participant deferral / active EE | $14,339 | $3,467+313.5% | $4,653+208.1% | $3,952+262.8% |
| Admin fee / account holder | $3,696 | $5,469-32.4% | $6,752-45.3% | $6,260-41.0% |