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 | $210,780 | $84,696+148.9% | $75,696+178.5% | $167,490+25.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.62% | 199.36%-186.7pp | 104.53%-91.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $9,125 | $3,230+182.5% | $2,743+232.7% | $4,837+88.6% |
| Participant deferral / active EE | $6,138 | $4,580+34.0% | $3,821+60.6% | $6,341-3.2% |
| Admin fee / account holder | $68,732 | $5,355+1183.5% | $3,619+1799.2% | $12,309+458.4% |