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 | $154,058 | $45,438+239.1% | $80,004+92.6% | $59,632+158.3% |
| Participation rate | 98.5% | 63.7%+34.8pp | 73.0%+25.5pp | 68.7%+29.8pp |
| Annual return | 66.95% | 5.10%+61.9pp | 7.63%+59.3pp | 2041.28%-1974.3pp |
| Employer contribution / active EE | $3,484 | $1,236+181.9% | $2,473+40.9% | $2,203+58.2% |
| Participant deferral / active EE | $0 | $2,231-100.0% | $3,204-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,585 | $3,464-54.2% | $5,033-68.5% | $4,297-63.1% |