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 | $218,908 | $77,899+181.0% | $149,673+46.3% | $75,163+191.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.89% | 31.72%-16.8pp | 134.42%-119.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,956 | $3,137-5.8% | $4,818-38.6% | $2,670+10.7% |
| Participant deferral / active EE | $6,709 | $3,411+96.7% | $5,680+18.1% | $4,125+62.6% |
| Admin fee / account holder | $1,926 | $5,956-67.7% | $13,210-85.4% | $5,651-65.9% |