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 | $208,776 | $70,428+196.4% | $96,562+116.2% | $85,850+143.2% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.55% | 18.59%-6.0pp | 37.78%-25.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $4,447 | $1,413+214.7% | $2,356+88.7% | $2,565+73.4% |
| Participant deferral / active EE | $5,982 | $2,894+106.7% | $3,849+55.4% | $3,952+51.4% |
| Admin fee / account holder | $12,693 | $4,997+154.0% | $6,181+105.4% | $6,260+102.8% |