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 | $199,177 | $89,753+121.9% | $107,525+85.2% | $84,808+134.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.68% | 29.48%-14.8pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $7,584 | $3,113+143.6% | $3,754+102.0% | $2,631+188.3% |
| Participant deferral / active EE | $3,104 | $4,056-23.5% | $5,116-39.3% | $4,212-26.3% |
| Admin fee / account holder | $14,126 | $7,222+95.6% | $8,919+58.4% | $7,344+92.4% |