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 | $190,217 | $65,409+190.8% | $98,442+93.2% | $85,850+121.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.62% | 21.76%-7.1pp | 1492.73%-1478.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $6,648 | $2,168+206.7% | $2,960+124.6% | $2,565+159.2% |
| Participant deferral / active EE | $12,225 | $3,166+286.1% | $4,276+185.9% | $3,952+209.4% |
| Admin fee / account holder | $7,092 | $4,593+54.4% | $5,949+19.2% | $6,260+13.3% |