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 | $227,473 | $73,933+207.7% | $96,683+135.3% | $75,163+202.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.47% | 26.70%-11.2pp | 35.69%-20.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $7,394 | $2,928+152.6% | $3,737+97.9% | $2,670+177.0% |
| Participant deferral / active EE | $9,842 | $3,659+169.0% | $4,878+101.8% | $4,125+138.6% |
| Admin fee / account holder | $12,679 | $5,216+143.1% | $6,730+88.4% | $5,651+124.4% |