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 | $155,299 | $71,050+118.6% | $93,606+65.9% | $80,856+92.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 12.87% | 11.26%+1.6pp | 133.20%-120.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,872 | $1,564+147.6% | $2,420+60.0% | $2,755+40.6% |
| Participant deferral / active EE | $9,242 | $4,034+129.1% | $4,411+109.5% | $4,296+115.2% |
| Admin fee / account holder | $30,368 | $6,945+337.3% | $8,285+266.5% | $6,918+339.0% |