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 | $185,267 | $80,717+129.5% | $154,803+19.7% | $84,808+118.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.73% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,633 | $2,761-4.6% | $4,305-38.8% | $2,631+0.1% |
| Participant deferral / active EE | $7,127 | $3,303+115.8% | $5,540+28.6% | $4,212+69.2% |
| Admin fee / account holder | $45,508 | $6,746+574.6% | $14,329+217.6% | $7,344+519.7% |