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 | $174,798 | $74,888+133.4% | $71,209+145.5% | $142,382+22.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.81% | 345.14%-330.3pp | 282.51%-267.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $7,773 | $2,854+172.3% | $2,721+185.7% | $4,299+80.8% |
| Participant deferral / active EE | $3,785 | $4,454-15.0% | $4,175-9.3% | $6,507-41.8% |
| Admin fee / account holder | $30,834 | $5,568+453.7% | $5,349+476.5% | $12,624+144.3% |