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 | $194,253 | $105,181+84.7% | $159,436+21.8% | $85,850+126.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.22% | 45.07%-27.9pp | 263.57%-246.3pp | 318.53%-301.3pp |
| Employer contribution / active EE | $4,657 | $3,318+40.3% | $4,829-3.6% | $2,565+81.5% |
| Participant deferral / active EE | $5,188 | $5,945-12.7% | $7,352-29.4% | $3,952+31.3% |
| Admin fee / account holder | $4,689 | $6,933-32.4% | $10,799-56.6% | $6,260-25.1% |