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 | $236,265 | $77,899+203.3% | $149,673+57.9% | $75,163+214.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.39% | 31.72%-17.3pp | 134.42%-120.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $11,407 | $3,137+263.6% | $4,818+136.8% | $2,670+327.2% |
| Participant deferral / active EE | $9,805 | $3,411+187.5% | $5,680+72.6% | $4,125+137.7% |
| Admin fee / account holder | $46,736 | $5,956+684.6% | $13,210+253.8% | $5,651+727.1% |