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 | $208,835 | $49,922+318.3% | $80,569+159.2% | $75,163+177.8% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 15.37% | 34.69%-19.3pp | 935.43%-920.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $9,537 | $1,698+461.6% | $2,723+250.2% | $2,670+257.2% |
| Participant deferral / active EE | $9,408 | $2,990+214.6% | $4,447+111.5% | $4,125+128.1% |
| Admin fee / account holder | $6,739 | $3,577+88.4% | $5,377+25.3% | $5,651+19.2% |