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 | $159,269 | $70,606+125.6% | $53,898+195.5% | $142,382+11.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 17.99% | 619.81%-601.8pp | 528.60%-510.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $4,423 | $1,202+267.9% | $932+374.5% | $4,299+2.9% |
| Participant deferral / active EE | $14,053 | $2,364+494.5% | $1,826+669.5% | $6,507+116.0% |
| Admin fee / account holder | $164,449 | $2,852+5666.9% | $2,491+6502.3% | $12,624+1202.7% |