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 | $190,922 | $105,181+81.5% | $159,436+19.7% | $85,850+122.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.56% | 45.07%-29.5pp | 263.57%-248.0pp | 318.53%-303.0pp |
| Employer contribution / active EE | $6,183 | $3,318+86.3% | $4,829+28.0% | $2,565+141.0% |
| Participant deferral / active EE | $6,360 | $5,945+7.0% | $7,352-13.5% | $3,952+60.9% |
| Admin fee / account holder | $5,505 | $6,933-20.6% | $10,799-49.0% | $6,260-12.1% |