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 | $161,295 | $49,922+223.1% | $80,569+100.2% | $75,163+114.6% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 17.55% | 34.69%-17.1pp | 935.43%-917.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $5,885 | $1,698+246.5% | $2,723+116.1% | $2,670+120.4% |
| Participant deferral / active EE | $8,503 | $2,990+184.3% | $4,447+91.2% | $4,125+106.1% |
| Admin fee / account holder | $4,157 | $3,577+16.2% | $5,377-22.7% | $5,651-26.4% |