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 | $223,202 | $76,407+192.1% | $150,298+48.5% | $82,448+170.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.71% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $8,309 | $2,614+217.9% | $4,154+100.0% | $2,551+225.7% |
| Participant deferral / active EE | $6,749 | $3,214+110.0% | $5,453+23.8% | $4,139+63.1% |
| Admin fee / account holder | $17,984 | $6,352+183.1% | $14,116+27.4% | $7,234+148.6% |