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 | $194,707 | $72,177+169.8% | $115,037+69.3% | $59,632+226.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.95% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $6,499 | $2,841+128.8% | $4,608+41.1% | $2,203+195.1% |
| Participant deferral / active EE | $3,240 | $4,783-32.3% | $6,026-46.2% | $3,192+1.5% |
| Admin fee / account holder | $20,786 | $4,927+321.9% | $8,175+154.3% | $4,297+383.7% |