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 | $200,989 | $40,256+399.3% | $57,343+250.5% | $59,632+237.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.24% | 27.49%-25.3pp | 24.39%-22.2pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $16,955 | $1,922+782.2% | $2,689+530.6% | $2,203+669.8% |
| Participant deferral / active EE | $5,419 | $2,399+125.9% | $3,162+71.4% | $3,192+69.8% |
| Admin fee / account holder | $61,434 | $2,818+2080.4% | $3,356+1730.8% | $4,297+1329.7% |