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 | $230,581 | $90,348+155.2% | $75,972+203.5% | $145,922+58.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.91% | 620.88%-609.0pp | 359.55%-347.6pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,676 | $3,311-49.4% | $2,685-37.6% | $4,660-64.0% |
| Participant deferral / active EE | $6,010 | $5,162+16.4% | $4,255+41.2% | $6,688-10.1% |
| Admin fee / account holder | $2,149 | $8,467-74.6% | $6,467-66.8% | $13,397-84.0% |