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 | $194,477 | $65,561+196.6% | $86,188+125.6% | $75,163+158.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 22.73% | 46.05%-23.3pp | 1168.45%-1145.7pp | 160.62%-137.9pp |
| Employer contribution / active EE | $7,611 | $1,553+390.2% | $2,380+219.8% | $2,670+185.1% |
| Participant deferral / active EE | $8,852 | $3,024+192.8% | $3,985+122.1% | $4,125+114.6% |
| Admin fee / account holder | $1,084 | $5,474-80.2% | $6,852-84.2% | $5,651-80.8% |