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 | $142,017 | $77,634+82.9% | $156,549-9.3% | $62,891+125.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.61% | 50.32%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $6,833 | $3,444+98.4% | $5,501+24.2% | $2,281+199.6% |
| Participant deferral / active EE | $5,668 | $3,045+86.1% | $4,871+16.4% | $3,203+76.9% |
| Admin fee / account holder | $1,807 | $5,561-67.5% | $13,027-86.1% | $4,296-57.9% |