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 | $151,985 | $48,046+216.3% | $84,611+79.6% | $72,985+108.2% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 19.92% | 37.38%-17.5pp | 258.74%-238.8pp | 81.00%-61.1pp |
| Employer contribution / active EE | $6,985 | $1,602+336.1% | $2,652+163.4% | $2,440+186.3% |
| Participant deferral / active EE | $6,628 | $2,680+147.3% | $3,899+70.0% | $3,607+83.7% |
| Admin fee / account holder | $27,319 | $3,395+704.8% | $4,912+456.1% | $5,124+433.1% |