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 | $195,933 | $89,355+119.3% | $141,162+38.8% | $72,985+168.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.59% | 111.85%-91.3pp | 71.39%-50.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $3,000 | $3,114-3.7% | $4,735-36.6% | $2,440+23.0% |
| Participant deferral / active EE | $10,456 | $5,418+93.0% | $6,709+55.9% | $3,607+189.9% |
| Admin fee / account holder | $16,783 | $5,958+181.7% | $10,261+63.6% | $5,124+227.5% |