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 | $168,314 | $102,317+64.5% | $146,958+14.5% | $80,856+108.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.16% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $9,123 | $3,713+145.7% | $4,933+84.9% | $2,755+231.2% |
| Participant deferral / active EE | $6,430 | $6,644-3.2% | $8,070-20.3% | $4,296+49.7% |
| Admin fee / account holder | $3,949 | $7,941-50.3% | $12,998-69.6% | $6,918-42.9% |