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 | $217,420 | $69,207+214.2% | $64,056+239.4% | $139,434+55.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.96% | 45.88%-31.9pp | 33.69%-19.7pp | 372.94%-359.0pp |
| Employer contribution / active EE | $6,096 | $3,182+91.6% | $2,747+122.0% | $4,751+28.3% |
| Participant deferral / active EE | $26,709 | $4,682+470.5% | $3,880+588.4% | $6,710+298.0% |
| Admin fee / account holder | $150,722 | $4,244+3451.4% | $3,068+4812.4% | $11,403+1221.8% |