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 | $176,052 | $77,899+126.0% | $149,673+17.6% | $75,163+134.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.25% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $7,761 | $3,137+147.4% | $4,818+61.1% | $2,670+190.7% |
| Participant deferral / active EE | $6,281 | $3,411+84.1% | $5,680+10.6% | $4,125+52.3% |
| Admin fee / account holder | $14,696 | $5,956+146.7% | $13,210+11.3% | $5,651+160.1% |