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 | $210,017 | $93,571+124.4% | $135,903+54.5% | $75,163+179.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.70% | 30.90%-13.2pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $6,202 | $3,537+75.4% | $4,856+27.7% | $2,670+132.3% |
| Participant deferral / active EE | $9,564 | $6,404+49.3% | $7,758+23.3% | $4,125+131.8% |
| Admin fee / account holder | $6,960 | $6,975-0.2% | $10,762-35.3% | $5,651+23.2% |