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 | $174,538 | $102,317+70.6% | $146,958+18.8% | $80,856+115.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.09% | 134.76%-122.7pp | 418.34%-406.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,914 | $3,713+5.4% | $4,933-20.7% | $2,755+42.1% |
| Participant deferral / active EE | $12,188 | $6,644+83.5% | $8,070+51.0% | $4,296+183.7% |
| Admin fee / account holder | $2,961 | $7,941-62.7% | $12,998-77.2% | $6,918-57.2% |