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 | $184,460 | $77,899+136.8% | $149,673+23.2% | $75,163+145.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.09% | 31.72%-15.6pp | 134.42%-118.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $3,715 | $3,137+18.4% | $4,818-22.9% | $2,670+39.2% |
| Participant deferral / active EE | $8,321 | $3,411+143.9% | $5,680+46.5% | $4,125+101.7% |
| Admin fee / account holder | $2,278 | $5,956-61.8% | $13,210-82.8% | $5,651-59.7% |