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 | $196,211 | $54,705+258.7% | $71,209+175.5% | $84,808+131.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 18.07% | 35.90%-17.8pp | 282.51%-264.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $6,955 | $2,158+222.3% | $2,721+155.6% | $2,631+164.4% |
| Participant deferral / active EE | $2,970 | $3,030-2.0% | $4,175-28.9% | $4,212-29.5% |
| Admin fee / account holder | $26,005 | $4,863+434.7% | $5,349+386.2% | $7,344+254.1% |