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 | $148,614 | $57,281+159.4% | $86,612+71.6% | $75,163+97.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.99% | 2670.75%-2651.8pp | 591.07%-572.1pp | 160.62%-141.6pp |
| Employer contribution / active EE | $4,305 | $2,314+86.0% | $3,022+42.4% | $2,670+61.3% |
| Participant deferral / active EE | $8,744 | $3,318+163.6% | $4,438+97.0% | $4,125+112.0% |
| Admin fee / account holder | $7,982 | $4,112+94.1% | $5,614+42.2% | $5,651+41.3% |