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 | $184,032 | $109,881+67.5% | $150,045+22.7% | $84,808+117.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.55% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $8,160 | $3,561+129.1% | $4,693+73.9% | $2,631+210.1% |
| Participant deferral / active EE | $20,679 | $6,636+211.6% | $7,997+158.6% | $4,212+391.0% |
| Admin fee / account holder | $25,128 | $8,568+193.3% | $13,435+87.0% | $7,344+242.2% |