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 | $201,024 | $102,317+96.5% | $146,958+36.8% | $80,856+148.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.60% | 134.76%-117.2pp | 418.34%-400.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $10,227 | $3,713+175.4% | $4,933+107.3% | $2,755+271.2% |
| Participant deferral / active EE | $8,571 | $6,644+29.0% | $8,070+6.2% | $4,296+99.5% |
| Admin fee / account holder | $11,727 | $7,941+47.7% | $12,998-9.8% | $6,918+69.5% |