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 | $176,134 | $58,208+202.6% | $81,812+115.3% | $80,856+117.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.62% | 41.66%-28.0pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,786 | $2,340+61.8% | $2,912+30.0% | $2,755+37.4% |
| Participant deferral / active EE | $6,979 | $3,281+112.7% | $4,319+61.6% | $4,296+62.5% |
| Admin fee / account holder | $12,383 | $4,981+148.6% | $7,386+67.7% | $6,918+79.0% |