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 | $183,186 | $105,181+74.2% | $159,436+14.9% | $85,850+113.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.71% | 45.07%-28.4pp | 263.57%-246.9pp | 318.53%-301.8pp |
| Employer contribution / active EE | $2,816 | $3,318-15.1% | $4,829-41.7% | $2,565+9.8% |
| Participant deferral / active EE | $9,179 | $5,945+54.4% | $7,352+24.8% | $3,952+132.3% |
| Admin fee / account holder | $24,969 | $6,933+260.1% | $10,799+131.2% | $6,260+298.9% |