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 | $241,505 | $91,552+163.8% | $133,956+80.3% | $79,858+202.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.31% | 61.85%-46.5pp | 45.09%-29.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $3,477 | $2,384+45.9% | $3,919-11.3% | $2,471+40.7% |
| Participant deferral / active EE | $10,648 | $3,733+185.2% | $5,048+111.0% | $3,740+184.7% |
| Admin fee / account holder | $2,775 | $6,321-56.1% | $8,927-68.9% | $5,306-47.7% |