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 | $248,204 | $65,365+279.7% | $92,893+167.2% | $72,985+240.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.40% | 42.10%-22.7pp | 109.41%-90.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $12,877 | $2,594+396.4% | $3,653+252.5% | $2,440+427.8% |
| Participant deferral / active EE | $9,850 | $3,128+214.9% | $4,236+132.5% | $3,607+173.0% |
| Admin fee / account holder | $57,396 | $4,251+1250.1% | $5,794+890.6% | $5,124+1020.1% |