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 | $184,009 | $100,326+83.4% | $180,183+2.1% | $84,808+117.0% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 14.35% | 17.86%-3.5pp | 27.86%-13.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $9,561 | $3,269+192.5% | $5,039+89.7% | $2,631+263.4% |
| Participant deferral / active EE | $8,897 | $5,066+75.6% | $6,822+30.4% | $4,212+111.3% |
| Admin fee / account holder | $89,151 | $9,674+821.5% | $19,975+346.3% | $7,344+1114.0% |