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 | $224,415 | $102,317+119.3% | $146,958+52.7% | $80,856+177.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.04% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $5,696 | $3,713+53.4% | $4,933+15.5% | $2,755+106.8% |
| Participant deferral / active EE | $11,957 | $6,644+80.0% | $8,070+48.2% | $4,296+178.3% |
| Admin fee / account holder | $1,820 | $7,941-77.1% | $12,998-86.0% | $6,918-73.7% |