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 | $206,852 | $91,190+126.8% | $178,490+15.9% | $79,858+159.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.47% | 24.19%-9.7pp | 151.07%-136.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $15,857 | $3,256+387.0% | $5,011+216.5% | $2,471+541.8% |
| Participant deferral / active EE | $9,538 | $3,236+194.7% | $5,202+83.4% | $3,740+155.0% |
| Admin fee / account holder | $20,688 | $6,751+206.4% | $13,984+47.9% | $5,306+289.9% |