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 | $178,199 | $81,248+119.3% | $155,509+14.6% | $80,856+120.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.14% | 33.31%-19.2pp | 64.67%-50.5pp | 35.59%-21.5pp |
| Employer contribution / active EE | $6,746 | $3,100+117.6% | $4,672+44.4% | $2,755+144.9% |
| Participant deferral / active EE | $4,900 | $3,452+42.0% | $5,626-12.9% | $4,296+14.1% |
| Admin fee / account holder | $9,063 | $7,997+13.3% | $15,912-43.0% | $6,918+31.0% |