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 | $213,140 | $84,696+151.7% | $75,696+181.6% | $167,490+27.3% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.8%+19.6pp | 82.1%+12.3pp |
| Annual return | 26.91% | 199.36%-172.4pp | 104.53%-77.6pp | 478.56%-451.6pp |
| Employer contribution / active EE | $3,746 | $3,230+16.0% | $2,743+36.6% | $4,837-22.6% |
| Participant deferral / active EE | $6,908 | $4,580+50.8% | $3,821+80.8% | $6,341+8.9% |
| Admin fee / account holder | $53,886 | $5,355+906.3% | $3,619+1389.0% | $12,309+337.8% |