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 | $179,510 | $91,190+96.9% | $178,490+0.6% | $79,858+124.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 21.48% | 24.19%-2.7pp | 151.07%-129.6pp | 31.71%-10.2pp |
| Employer contribution / active EE | $7,335 | $3,256+125.3% | $5,011+46.4% | $2,471+196.9% |
| Participant deferral / active EE | $5,023 | $3,236+55.2% | $5,202-3.4% | $3,740+34.3% |
| Admin fee / account holder | $2,834 | $6,751-58.0% | $13,984-79.7% | $5,306-46.6% |