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 | $170,802 | $109,881+55.4% | $150,045+13.8% | $84,808+101.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.99% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $6,835 | $3,561+91.9% | $4,693+45.6% | $2,631+159.8% |
| Participant deferral / active EE | $12,992 | $6,636+95.8% | $7,997+62.5% | $4,212+208.5% |
| Admin fee / account holder | $4,119 | $8,568-51.9% | $13,435-69.3% | $7,344-43.9% |