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 | $192,012 | $57,281+235.2% | $86,612+121.7% | $75,163+155.5% |
| Participation rate | 93.9% | 63.2%+30.7pp | 71.7%+22.2pp | 67.2%+26.7pp |
| Annual return | 14.07% | 2670.75%-2656.7pp | 591.07%-577.0pp | 160.62%-146.5pp |
| Employer contribution / active EE | $12,448 | $2,314+437.8% | $3,022+311.9% | $2,670+366.3% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,892 | $4,112-54.0% | $5,614-66.3% | $5,651-66.5% |