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 | $234,543 | $74,888+213.2% | $71,209+229.4% | $142,382+64.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.41% | 345.14%-328.7pp | 282.51%-266.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $7,500 | $2,854+162.8% | $2,721+175.6% | $4,299+74.5% |
| Participant deferral / active EE | $16,312 | $4,454+266.2% | $4,175+290.7% | $6,507+150.7% |
| Admin fee / account holder | $87,754 | $5,568+1475.9% | $5,349+1540.6% | $12,624+595.2% |