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 | $187,850 | $95,416+96.9% | $185,823+1.1% | $85,850+118.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.35% | 23.59%-8.2pp | 122.05%-106.7pp | 318.53%-303.2pp |
| Employer contribution / active EE | $8,582 | $3,314+159.0% | $5,167+66.1% | $2,565+234.6% |
| Participant deferral / active EE | $5,846 | $3,423+70.8% | $5,568+5.0% | $3,952+47.9% |
| Admin fee / account holder | $6,577 | $7,213-8.8% | $16,237-59.5% | $6,260+5.1% |