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 | $176,601 | $80,717+118.8% | $154,803+14.1% | $84,808+108.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.32% | 37.96%-19.6pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $6,320 | $2,761+128.9% | $4,305+46.8% | $2,631+140.2% |
| Participant deferral / active EE | $4,903 | $3,303+48.4% | $5,540-11.5% | $4,212+16.4% |
| Admin fee / account holder | $1,032 | $6,746-84.7% | $14,329-92.8% | $7,344-85.9% |