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 | $200,128 | $76,407+161.9% | $150,298+33.2% | $82,448+142.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.40% | 39.99%-26.6pp | 62.79%-49.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $10,908 | $2,614+317.3% | $4,154+162.6% | $2,551+327.6% |
| Participant deferral / active EE | $5,655 | $3,214+75.9% | $5,453+3.7% | $4,139+36.6% |
| Admin fee / account holder | $3,316 | $6,352-47.8% | $14,116-76.5% | $7,234-54.2% |