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 | $168,150 | $78,705+113.6% | $117,854+42.7% | $70,131+139.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.38% | 23.30%-6.9pp | 335.08%-318.7pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,194 | $2,223-46.3% | $3,786-68.5% | $2,342-49.0% |
| Participant deferral / active EE | $6,212 | $3,297+88.4% | $4,482+38.6% | $3,332+86.4% |
| Admin fee / account holder | $25,088 | $5,065+395.3% | $8,020+212.8% | $4,645+440.1% |