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 | $155,914 | $77,634+100.8% | $156,549-0.4% | $62,891+147.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.67% | 50.32%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $11,207 | $3,444+225.4% | $5,501+103.7% | $2,281+391.4% |
| Participant deferral / active EE | $6,549 | $3,045+115.0% | $4,871+34.4% | $3,203+104.5% |
| Admin fee / account holder | $2,648 | $5,561-52.4% | $13,027-79.7% | $4,296-38.3% |