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 | $108,097 | $70,606+53.1% | $53,898+100.6% | $142,382-24.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 17.58% | 619.81%-602.2pp | 528.60%-511.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,614 | $1,202+117.5% | $932+180.5% | $4,299-39.2% |
| Participant deferral / active EE | $6,674 | $2,364+182.3% | $1,826+265.4% | $6,507+2.6% |
| Admin fee / account holder | $75,934 | $2,852+2562.8% | $2,491+2948.6% | $12,624+501.5% |