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 | $207,027 | $60,124+244.3% | $90,404+129.0% | $79,858+159.2% |
| Participation rate | 76.0% | 65.0%+11.0pp | 72.7%+3.3pp | 69.6%+6.4pp |
| Annual return | 14.14% | 71.94%-57.8pp | 1293.02%-1278.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $732 | $2,068-64.6% | $3,262-77.6% | $2,471-70.4% |
| Participant deferral / active EE | $4,223 | $2,938+43.7% | $3,963+6.6% | $3,740+12.9% |
| Admin fee / account holder | $15,615 | $3,976+292.7% | $5,611+178.3% | $5,306+194.3% |