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 | $174,298 | $70,606+146.9% | $53,898+223.4% | $142,382+22.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 17.74% | 619.81%-602.1pp | 528.60%-510.9pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,608 | $1,202+33.8% | $932+72.5% | $4,299-62.6% |
| Participant deferral / active EE | $6,169 | $2,364+160.9% | $1,826+237.8% | $6,507-5.2% |
| Admin fee / account holder | $379 | $2,852-86.7% | $2,491-84.8% | $12,624-97.0% |