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 | $195,893 | $93,571+109.4% | $135,903+44.1% | $75,163+160.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.01% | 30.90%-11.9pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $15,734 | $3,537+344.9% | $4,856+224.0% | $2,670+489.3% |
| Participant deferral / active EE | $13,181 | $6,404+105.8% | $7,758+69.9% | $4,125+219.5% |
| Admin fee / account holder | $5,787 | $6,975-17.0% | $10,762-46.2% | $5,651+2.4% |