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 | $182,283 | $102,317+78.2% | $146,958+24.0% | $80,856+125.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.30% | 134.76%-118.5pp | 418.34%-402.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $4,611 | $3,713+24.2% | $4,933-6.5% | $2,755+67.4% |
| Participant deferral / active EE | $17,742 | $6,644+167.0% | $8,070+119.8% | $4,296+313.0% |
| Admin fee / account holder | $4,355 | $7,941-45.2% | $12,998-66.5% | $6,918-37.1% |