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 | $224,895 | $87,013+158.5% | $106,213+111.7% | $80,856+178.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.67% | 17.05%-1.4pp | 116.14%-100.5pp | 35.59%-19.9pp |
| Employer contribution / active EE | $7,337 | $2,395+206.3% | $3,171+131.4% | $2,755+166.3% |
| Participant deferral / active EE | $8,483 | $3,986+112.8% | $5,016+69.1% | $4,296+97.5% |
| Admin fee / account holder | $31,997 | $8,431+279.5% | $11,033+190.0% | $6,918+362.5% |