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 | $206,312 | $74,888+175.5% | $71,209+189.7% | $142,382+44.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.87% | 345.14%-330.3pp | 282.51%-267.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $35,244 | $2,854+1134.8% | $2,721+1195.3% | $4,299+719.8% |
| Participant deferral / active EE | $20,667 | $4,454+364.0% | $4,175+395.0% | $6,507+217.6% |
| Admin fee / account holder | $2,254 | $5,568-59.5% | $5,349-57.9% | $12,624-82.1% |