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 | $202,878 | $76,407+165.5% | $150,298+35.0% | $82,448+146.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.86% | 39.99%-25.1pp | 62.79%-47.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $9,573 | $2,614+266.2% | $4,154+130.4% | $2,551+275.3% |
| Participant deferral / active EE | $9,233 | $3,214+187.2% | $5,453+69.3% | $4,139+123.1% |
| Admin fee / account holder | $16,978 | $6,352+167.3% | $14,116+20.3% | $7,234+134.7% |