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 | $187,155 | $88,751+110.9% | $81,812+128.8% | $145,922+28.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.82% | 1025.40%-1006.6pp | 773.79%-755.0pp | 561.29%-542.5pp |
| Employer contribution / active EE | $6,996 | $3,083+126.9% | $2,912+140.2% | $4,660+50.2% |
| Participant deferral / active EE | $4,445 | $4,643-4.3% | $4,319+2.9% | $6,688-33.5% |
| Admin fee / account holder | $5,182 | $8,415-38.4% | $7,386-29.8% | $13,397-61.3% |