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 | $239,599 | $63,346+278.2% | $92,233+159.8% | $70,131+241.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.37% | 530.12%-515.7pp | 176.28%-161.9pp | 73.14%-58.8pp |
| Employer contribution / active EE | $3,851 | $2,471+55.8% | $3,679+4.7% | $2,342+64.4% |
| Participant deferral / active EE | $12,492 | $2,854+337.7% | $3,897+220.6% | $3,332+274.9% |
| Admin fee / account holder | $13,929 | $3,840+262.7% | $5,194+168.2% | $4,645+199.9% |