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 | $145,297 | $77,634+87.2% | $156,549-7.2% | $62,891+131.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.28% | 50.32%-40.0pp | 32.23%-21.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $9,729 | $3,444+182.5% | $5,501+76.9% | $2,281+326.5% |
| Participant deferral / active EE | $7,775 | $3,045+155.3% | $4,871+59.6% | $3,203+142.8% |
| Admin fee / account holder | $2,466 | $5,561-55.7% | $13,027-81.1% | $4,296-42.6% |