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 | $172,255 | $95,416+80.5% | $185,823-7.3% | $85,850+100.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.86% | 23.59%-7.7pp | 122.05%-106.2pp | 318.53%-302.7pp |
| Employer contribution / active EE | $8,025 | $3,314+142.2% | $5,167+55.3% | $2,565+212.8% |
| Participant deferral / active EE | $5,464 | $3,423+59.6% | $5,568-1.9% | $3,952+38.3% |
| Admin fee / account holder | $7,494 | $7,213+3.9% | $16,237-53.8% | $6,260+19.7% |