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 | $189,666 | $101,724+86.5% | $164,813+15.1% | $80,856+134.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.26% | 16.72%-2.5pp | 69.93%-55.7pp | 35.59%-21.3pp |
| Employer contribution / active EE | $4,056 | $2,953+37.3% | $4,341-6.6% | $2,755+47.2% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $13,919 | $8,227+69.2% | $12,690+9.7% | $6,918+101.2% |