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 | $161,988 | $29,660+446.2% | $56,411+187.2% | $80,856+100.3% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 13.41% | 35.23%-21.8pp | 1701.33%-1687.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,408 | $669+409.1% | $1,039+228.1% | $2,755+23.7% |
| Participant deferral / active EE | $6,138 | $1,226+400.6% | $1,952+214.5% | $4,296+42.9% |
| Admin fee / account holder | $6,877 | $2,428+183.3% | $2,829+143.1% | $6,918-0.6% |