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 | $243,564 | $102,382+137.9% | $147,005+65.7% | $80,874+201.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.27% | 134.89%-118.6pp | 418.76%-402.5pp | 35.62%-19.3pp |
| Employer contribution / active EE | $5,396 | $3,715+45.3% | $4,934+9.4% | $2,756+95.8% |
| Participant deferral / active EE | $11,707 | $6,646+76.1% | $8,070+45.1% | $4,297+172.5% |
| Admin fee / account holder | $7,801 | $7,942-1.8% | $13,006-40.0% | $6,935+12.5% |