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 | $232,453 | $102,317+127.2% | $146,958+58.2% | $80,856+187.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.91% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $9,846 | $3,713+165.2% | $4,933+99.6% | $2,755+257.4% |
| Participant deferral / active EE | $8,283 | $6,644+24.7% | $8,070+2.6% | $4,296+92.8% |
| Admin fee / account holder | $30,108 | $7,941+279.1% | $12,998+131.6% | $6,918+335.2% |