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 | $204,625 | $63,346+223.0% | $92,233+121.9% | $70,131+191.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.96% | 530.12%-512.2pp | 176.28%-158.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $8,007 | $2,471+224.0% | $3,679+117.6% | $2,342+241.8% |
| Participant deferral / active EE | $10,067 | $2,854+252.8% | $3,897+158.3% | $3,332+202.1% |
| Admin fee / account holder | $10,860 | $3,840+182.8% | $5,194+109.1% | $4,645+133.8% |