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 | $155,662 | $58,234+167.3% | $81,783+90.3% | $80,874+92.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 13.19% | 41.70%-28.5pp | 775.05%-761.9pp | 35.62%-22.4pp |
| Employer contribution / active EE | $14,089 | $2,341+501.7% | $2,913+383.7% | $2,756+411.3% |
| Participant deferral / active EE | $12,328 | $3,283+275.5% | $4,320+185.3% | $4,297+186.9% |
| Admin fee / account holder | $16,634 | $4,982+233.9% | $7,380+125.4% | $6,935+139.9% |