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 | $214,127 | $102,317+109.3% | $146,958+45.7% | $80,856+164.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.61% | 134.76%-122.2pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $5,159 | $3,713+39.0% | $4,933+4.6% | $2,755+87.3% |
| Participant deferral / active EE | $13,153 | $6,644+98.0% | $8,070+63.0% | $4,296+206.2% |
| Admin fee / account holder | $56,775 | $7,941+614.9% | $12,998+336.8% | $6,918+720.7% |