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 | $165,453 | $48,046+244.4% | $84,611+95.5% | $72,985+126.7% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 22.86% | 37.38%-14.5pp | 258.74%-235.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $5,884 | $1,602+267.3% | $2,652+121.8% | $2,440+141.1% |
| Participant deferral / active EE | $8,346 | $2,680+211.4% | $3,899+114.1% | $3,607+131.3% |
| Admin fee / account holder | $24,877 | $3,395+632.9% | $4,912+406.4% | $5,124+385.5% |