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 | $112,450 | $30,400+269.9% | $53,898+108.6% | $84,808+32.6% |
| Participation rate | 96.4% | 46.4%+49.9pp | 55.0%+41.4pp | 68.3%+28.1pp |
| Annual return | 17.41% | 500.19%-482.8pp | 528.60%-511.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $9,468 | $603+1470.9% | $932+915.8% | $2,631+259.9% |
| Participant deferral / active EE | $4,941 | $1,199+312.2% | $1,826+170.5% | $4,212+17.3% |
| Admin fee / account holder | $1,874 | $1,993-6.0% | $2,491-24.8% | $7,344-74.5% |