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 | $176,559 | $85,202+107.2% | $172,739+2.2% | $72,985+141.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.10% | 27.32%-8.2pp | 802.84%-783.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $5,598 | $3,324+68.4% | $5,143+8.8% | $2,440+129.4% |
| Participant deferral / active EE | $3,489 | $3,260+7.0% | $5,198-32.9% | $3,607-3.3% |
| Admin fee / account holder | $874 | $5,884-85.2% | $13,954-93.7% | $5,124-83.0% |