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 | $228,250 | $101,724+124.4% | $164,813+38.5% | $80,856+182.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.00% | 16.72%-5.7pp | 69.93%-58.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $15,680 | $2,953+430.9% | $4,341+261.2% | $2,755+469.2% |
| Participant deferral / active EE | $5,761 | $4,477+28.7% | $6,031-4.5% | $4,296+34.1% |
| Admin fee / account holder | $22,668 | $8,227+175.5% | $12,690+78.6% | $6,918+227.7% |