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 | $194,987 | $102,317+90.6% | $146,958+32.7% | $80,856+141.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.93% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $7,258 | $3,713+95.5% | $4,933+47.1% | $2,755+163.5% |
| Participant deferral / active EE | $8,739 | $6,644+31.5% | $8,070+8.3% | $4,296+103.4% |
| Admin fee / account holder | $61,003 | $7,941+668.2% | $12,998+369.3% | $6,918+781.8% |