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 | $69,412 | $30,400+128.3% | $53,898+28.8% | $84,808-18.2% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 22.67% | 500.19%-477.5pp | 528.60%-505.9pp | 40.90%-18.2pp |
| Employer contribution / active EE | $3,723 | $603+517.8% | $932+299.5% | $2,631+41.5% |
| Participant deferral / active EE | $4,531 | $1,199+278.0% | $1,826+148.1% | $4,212+7.6% |
| Admin fee / account holder | $2,843 | $1,993+42.6% | $2,491+14.1% | $7,344-61.3% |