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 | $226,576 | $72,071+214.4% | $68,368+231.4% | $137,256+65.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.55% | 353.14%-335.6pp | 292.57%-275.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $10,329 | $2,788+270.5% | $2,649+289.9% | $4,156+148.5% |
| Participant deferral / active EE | $13,927 | $4,410+215.8% | $4,123+237.8% | $6,407+117.4% |
| Admin fee / account holder | $5,118 | $5,336-4.1% | $5,150-0.6% | $12,270-58.3% |