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 | $186,140 | $64,324+189.4% | $118,925+56.5% | $79,858+133.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 14.20% | 86.45%-72.2pp | 35.88%-21.7pp | 31.71%-17.5pp |
| Employer contribution / active EE | $6,615 | $1,836+260.2% | $3,263+102.7% | $2,471+167.7% |
| Participant deferral / active EE | $9,205 | $2,824+226.0% | $4,265+115.8% | $3,740+146.1% |
| Admin fee / account holder | $7,201 | $4,040+78.3% | $6,581+9.4% | $5,306+35.7% |