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 | $247,873 | $87,013+184.9% | $106,213+133.4% | $80,856+206.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 13.64% | 17.05%-3.4pp | 116.14%-102.5pp | 35.59%-22.0pp |
| Employer contribution / active EE | $8,643 | $2,395+260.8% | $3,171+172.5% | $2,755+213.7% |
| Participant deferral / active EE | $8,181 | $3,986+105.3% | $5,016+63.1% | $4,296+90.4% |
| Admin fee / account holder | $7,740 | $8,431-8.2% | $11,033-29.9% | $6,918+11.9% |