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 | $205,913 | $89,753+129.4% | $107,525+91.5% | $84,808+142.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.69% | 29.48%-15.8pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $14,214 | $3,113+356.5% | $3,754+278.7% | $2,631+440.3% |
| Participant deferral / active EE | $5,259 | $4,056+29.6% | $5,116+2.8% | $4,212+24.9% |
| Admin fee / account holder | $4,027 | $7,222-44.2% | $8,919-54.8% | $7,344-45.2% |