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 3-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 | $152,210 | $70,606+115.6% | $53,898+182.4% | $142,382+6.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 21.32% | 619.81%-598.5pp | 528.60%-507.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $9,471 | $1,202+687.9% | $932+916.1% | $4,299+120.3% |
| Participant deferral / active EE | $21,238 | $2,364+798.4% | $1,826+1062.9% | $6,507+226.4% |
| Admin fee / account holder | $1,221 | $2,852-57.2% | $2,491-51.0% | $12,624-90.3% |