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 | $213,930 | $77,899+174.6% | $149,673+42.9% | $75,163+184.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 24.15% | 31.72%-7.6pp | 134.42%-110.3pp | 160.62%-136.5pp |
| Employer contribution / active EE | $12,647 | $3,137+303.1% | $4,818+162.5% | $2,670+373.7% |
| Participant deferral / active EE | $8,913 | $3,411+161.3% | $5,680+56.9% | $4,125+116.1% |
| Admin fee / account holder | $10,358 | $5,956+73.9% | $13,210-21.6% | $5,651+83.3% |