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 | $169,194 | $85,202+98.6% | $172,739-2.1% | $72,985+131.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.07% | 27.32%-8.2pp | 802.84%-783.8pp | 81.00%-61.9pp |
| Employer contribution / active EE | $6,632 | $3,324+99.5% | $5,143+29.0% | $2,440+171.8% |
| Participant deferral / active EE | $4,441 | $3,260+36.2% | $5,198-14.6% | $3,607+23.1% |
| Admin fee / account holder | $7,842 | $5,884+33.3% | $13,954-43.8% | $5,124+53.0% |