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 | $186,615 | $105,181+77.4% | $159,436+17.0% | $85,850+117.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.56% | 45.07%-28.5pp | 263.57%-247.0pp | 318.53%-302.0pp |
| Employer contribution / active EE | $6,071 | $3,318+83.0% | $4,829+25.7% | $2,565+136.7% |
| Participant deferral / active EE | $5,227 | $5,945-12.1% | $7,352-28.9% | $3,952+32.3% |
| Admin fee / account holder | $10,140 | $6,933+46.2% | $10,799-6.1% | $6,260+62.0% |