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 | $214,343 | $58,208+268.2% | $81,812+162.0% | $80,856+165.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.39% | 41.66%-26.3pp | 773.79%-758.4pp | 35.59%-20.2pp |
| Employer contribution / active EE | $11,148 | $2,340+376.4% | $2,912+282.8% | $2,755+304.7% |
| Participant deferral / active EE | $9,759 | $3,281+197.4% | $4,319+126.0% | $4,296+127.2% |
| Admin fee / account holder | $26,184 | $4,981+425.7% | $7,386+254.5% | $6,918+278.5% |