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 | $178,236 | $95,416+86.8% | $185,823-4.1% | $85,850+107.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.09% | 23.59%-10.5pp | 122.05%-109.0pp | 318.53%-305.4pp |
| Employer contribution / active EE | $3,453 | $3,314+4.2% | $5,167-33.2% | $2,565+34.6% |
| Participant deferral / active EE | $8,405 | $3,423+145.5% | $5,568+51.0% | $3,952+112.7% |
| Admin fee / account holder | $3,556 | $7,213-50.7% | $16,237-78.1% | $6,260-43.2% |