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 | $232,403 | $91,190+154.9% | $178,490+30.2% | $79,858+191.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.69% | 24.19%-13.5pp | 151.07%-140.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $3,940 | $3,256+21.0% | $5,011-21.4% | $2,471+59.4% |
| Participant deferral / active EE | $6,075 | $3,236+87.7% | $5,202+16.8% | $3,740+62.4% |
| Admin fee / account holder | $25,826 | $6,751+282.6% | $13,984+84.7% | $5,306+386.7% |