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 | $164,922 | $58,208+183.3% | $81,812+101.6% | $80,856+104.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 17.42% | 41.66%-24.2pp | 773.79%-756.4pp | 35.59%-18.2pp |
| Employer contribution / active EE | $4,549 | $2,340+94.4% | $2,912+56.2% | $2,755+65.1% |
| Participant deferral / active EE | $9,161 | $3,281+179.2% | $4,319+112.1% | $4,296+113.3% |
| Admin fee / account holder | $9,206 | $4,981+84.8% | $7,386+24.6% | $6,918+33.1% |