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 | $171,848 | $77,899+120.6% | $149,673+14.8% | $75,163+128.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.14% | 31.72%-15.6pp | 134.42%-118.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $12,395 | $3,137+295.1% | $4,818+157.3% | $2,670+364.3% |
| Participant deferral / active EE | $8,206 | $3,411+140.6% | $5,680+44.5% | $4,125+98.9% |
| Admin fee / account holder | $7,221 | $5,956+21.2% | $13,210-45.3% | $5,651+27.8% |