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 | $242,880 | $65,561+270.5% | $86,188+181.8% | $75,163+223.1% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 15.35% | 46.05%-30.7pp | 1168.45%-1153.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $9,258 | $1,553+496.3% | $2,380+289.0% | $2,670+246.8% |
| Participant deferral / active EE | $8,597 | $3,024+184.3% | $3,985+115.7% | $4,125+108.4% |
| Admin fee / account holder | $475 | $5,474-91.3% | $6,852-93.1% | $5,651-91.6% |