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 | $199,623 | $77,634+157.1% | $156,549+27.5% | $62,891+217.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.42% | 50.32%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $11,819 | $3,444+243.2% | $5,501+114.8% | $2,281+418.2% |
| Participant deferral / active EE | $6,560 | $3,045+115.4% | $4,871+34.7% | $3,203+104.8% |
| Admin fee / account holder | $5,278 | $5,561-5.1% | $13,027-59.5% | $4,296+22.9% |