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 | $197,951 | $77,899+154.1% | $149,673+32.3% | $75,163+163.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.06% | 31.72%-12.7pp | 134.42%-115.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $6,251 | $3,137+99.2% | $4,818+29.8% | $2,670+134.1% |
| Participant deferral / active EE | $5,390 | $3,411+58.0% | $5,680-5.1% | $4,125+30.7% |
| Admin fee / account holder | $13,061 | $5,956+119.3% | $13,210-1.1% | $5,651+131.1% |