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 | $216,297 | $58,879+267.4% | $178,490+21.2% | $73,488+194.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 20.43% | 24.86%-4.4pp | 151.07%-130.6pp | 28.51%-8.1pp |
| Employer contribution / active EE | $5,262 | $2,236+135.3% | $5,011+5.0% | $2,270+131.8% |
| Participant deferral / active EE | $2,964 | $2,567+15.5% | $5,202-43.0% | $3,740-20.7% |
| Admin fee / account holder | $1,935 | $400+383.4% | $13,984-86.2% | $513+277.2% |