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 | $156,160 | $102,317+52.6% | $146,958+6.3% | $80,856+93.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.09% | 134.76%-117.7pp | 418.34%-401.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $8,493 | $3,713+128.7% | $4,933+72.2% | $2,755+208.3% |
| Participant deferral / active EE | $11,445 | $6,644+72.3% | $8,070+41.8% | $4,296+166.4% |
| Admin fee / account holder | $54,174 | $7,941+582.2% | $12,998+316.8% | $6,918+683.1% |