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 | $209,560 | $77,899+169.0% | $149,673+40.0% | $75,163+178.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.56% | 31.72%-16.2pp | 134.42%-118.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $4,215 | $3,137+34.4% | $4,818-12.5% | $2,670+57.9% |
| Participant deferral / active EE | $8,385 | $3,411+145.8% | $5,680+47.6% | $4,125+103.3% |
| Admin fee / account holder | $897 | $5,956-84.9% | $13,210-93.2% | $5,651-84.1% |