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 | $191,893 | $77,899+146.3% | $149,673+28.2% | $75,163+155.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.07% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $11,904 | $3,137+279.4% | $4,818+147.1% | $2,670+345.9% |
| Participant deferral / active EE | $13,560 | $3,411+297.5% | $5,680+138.7% | $4,125+228.7% |
| Admin fee / account holder | $170,225 | $5,956+2757.9% | $13,210+1188.6% | $5,651+2912.3% |