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 | $231,876 | $96,484+140.3% | $75,886+205.6% | $152,861+51.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 17.37% | 33.98%-16.6pp | 30.76%-13.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $5,988 | $3,309+80.9% | $2,500+139.5% | $4,762+25.7% |
| Participant deferral / active EE | $10,300 | $4,553+126.2% | $3,603+185.9% | $5,850+76.1% |
| Admin fee / account holder | $11,238 | $8,078+39.1% | $5,418+107.4% | $11,596-3.1% |