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 | $203,760 | $77,314+163.5% | $177,989+14.5% | $80,856+152.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 13.14% | 18.09%-4.9pp | 294.48%-281.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $5,593 | $2,292+144.0% | $3,949+41.6% | $2,755+103.0% |
| Participant deferral / active EE | $8,210 | $4,411+86.2% | $6,276+30.8% | $4,296+91.1% |
| Admin fee / account holder | $14,628 | $7,191+103.4% | $10,363+41.2% | $6,918+111.5% |