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 | $153,204 | $74,888+104.6% | $71,209+115.1% | $142,382+7.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.10% | 345.14%-328.0pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $8,174 | $2,854+186.4% | $2,721+200.4% | $4,299+90.1% |
| Participant deferral / active EE | $10,927 | $4,454+145.3% | $4,175+161.7% | $6,507+67.9% |
| Admin fee / account holder | $672 | $5,568-87.9% | $5,349-87.4% | $12,624-94.7% |