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 | $221,506 | $111,724+98.3% | $93,606+136.6% | $145,922+51.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.88% | 202.98%-191.1pp | 133.20%-121.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,559 | $3,090-49.5% | $2,420-35.6% | $4,660-66.5% |
| Participant deferral / active EE | $6,919 | $4,912+40.9% | $4,411+56.8% | $6,688+3.5% |
| Admin fee / account holder | $17,209 | $10,250+67.9% | $8,285+107.7% | $13,397+28.5% |