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 | $205,682 | $91,190+125.6% | $178,490+15.2% | $79,858+157.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.80% | 24.19%-4.4pp | 151.07%-131.3pp | 31.71%-11.9pp |
| Employer contribution / active EE | $9,405 | $3,256+188.9% | $5,011+87.7% | $2,471+280.6% |
| Participant deferral / active EE | $4,992 | $3,236+54.3% | $5,202-4.0% | $3,740+33.5% |
| Admin fee / account holder | $1,584 | $6,751-76.5% | $13,984-88.7% | $5,306-70.1% |