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 | $212,961 | $71,050+199.7% | $93,606+127.5% | $80,856+163.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 19.96% | 11.26%+8.7pp | 133.20%-113.2pp | 35.59%-15.6pp |
| Employer contribution / active EE | $8,826 | $1,564+464.4% | $2,420+264.7% | $2,755+220.4% |
| Participant deferral / active EE | $6,611 | $4,034+63.9% | $4,411+49.9% | $4,296+53.9% |
| Admin fee / account holder | $3,523 | $6,945-49.3% | $8,285-57.5% | $6,918-49.1% |