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 | $198,961 | $77,634+156.3% | $156,549+27.1% | $62,891+216.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.88% | 50.32%-42.4pp | 32.23%-24.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $11,102 | $3,444+222.4% | $5,501+101.8% | $2,281+386.8% |
| Participant deferral / active EE | $6,775 | $3,045+122.5% | $4,871+39.1% | $3,203+111.5% |
| Admin fee / account holder | $17,644 | $5,561+217.3% | $13,027+35.4% | $4,296+310.8% |