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 | $210,576 | $68,346+208.1% | $94,646+122.5% | $75,163+180.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 16.89% | 616.93%-600.0pp | 156.71%-139.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $4,953 | $2,701+83.4% | $3,672+34.9% | $2,670+85.5% |
| Participant deferral / active EE | $6,240 | $6,537-4.5% | $7,418-15.9% | $4,125+51.3% |
| Admin fee / account holder | $3,872 | $5,326-27.3% | $7,231-46.4% | $5,651-31.5% |