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 | $181,371 | $60,022+202.2% | $88,946+103.9% | $84,808+113.9% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 15.16% | 22.43%-7.3pp | 57.82%-42.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $5,782 | $1,703+239.6% | $2,555+126.3% | $2,631+119.8% |
| Participant deferral / active EE | $13,566 | $3,114+335.7% | $4,581+196.1% | $4,212+222.1% |
| Admin fee / account holder | $12,490 | $4,811+159.6% | $8,261+51.2% | $7,344+70.1% |