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 | $191,047 | $65,041+193.7% | $90,951+110.1% | $79,858+139.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 18.06% | 30.45%-12.4pp | 134.60%-116.5pp | 31.71%-13.7pp |
| Employer contribution / active EE | $5,556 | $1,247+345.5% | $2,122+161.8% | $2,471+124.8% |
| Participant deferral / active EE | $3,619 | $2,512+44.1% | $3,373+7.3% | $3,740-3.2% |
| Admin fee / account holder | $17,367 | $4,536+282.9% | $5,959+191.5% | $5,306+227.3% |