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 | $208,454 | $81,632+155.4% | $70,449+195.9% | $158,922+31.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 27.87% | 208.40%-180.5pp | 109.03%-81.2pp | 302.83%-275.0pp |
| Employer contribution / active EE | $24,036 | $3,217+647.1% | $2,737+778.3% | $4,761+404.8% |
| Participant deferral / active EE | $8,800 | $4,554+93.2% | $3,709+137.3% | $5,982+47.1% |
| Admin fee / account holder | $1,481 | $6,193-76.1% | $3,845-61.5% | $11,246-86.8% |