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 | $191,095 | $98,750+93.5% | $149,696+27.7% | $79,858+139.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.85% | 27.43%-8.6pp | 276.60%-257.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $8,000 | $3,216+148.7% | $4,644+72.3% | $2,471+223.8% |
| Participant deferral / active EE | $5,627 | $5,680-0.9% | $6,842-17.8% | $3,740+50.4% |
| Admin fee / account holder | $35,457 | $6,053+485.8% | $9,309+280.9% | $5,306+568.2% |