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 | $199,555 | $93,571+113.3% | $135,903+46.8% | $75,163+165.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.57% | 30.90%-11.3pp | 68.23%-48.7pp | 160.62%-141.0pp |
| Employer contribution / active EE | $4,897 | $3,537+38.5% | $4,856+0.8% | $2,670+83.4% |
| Participant deferral / active EE | $11,069 | $6,404+72.8% | $7,758+42.7% | $4,125+168.3% |
| Admin fee / account holder | $1,629 | $6,975-76.7% | $10,762-84.9% | $5,651-71.2% |