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 | $188,504 | $60,124+213.5% | $90,404+108.5% | $79,858+136.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.63% | 71.94%-55.3pp | 1293.02%-1276.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $7,172 | $2,068+246.9% | $3,262+119.9% | $2,471+190.3% |
| Participant deferral / active EE | $10,610 | $2,938+261.1% | $3,963+167.7% | $3,740+183.7% |
| Admin fee / account holder | $7,436 | $3,976+87.0% | $5,611+32.5% | $5,306+40.1% |