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 4-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 | $205,711 | $68,547+200.1% | $120,354+70.9% | $80,856+154.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 17.02% | 23.60%-6.6pp | 107.15%-90.1pp | 35.59%-18.6pp |
| Employer contribution / active EE | $10,850 | $2,051+428.9% | $3,463+213.3% | $2,755+293.8% |
| Participant deferral / active EE | $6,857 | $3,173+116.1% | $4,991+37.4% | $4,296+59.6% |
| Admin fee / account holder | $7,504 | $5,732+30.9% | $9,423-20.4% | $6,918+8.5% |