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 | $169,283 | $100,041+69.2% | $149,718+13.1% | $70,131+141.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.75% | 27.43%-9.7pp | 1501.63%-1483.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $4,758 | $3,662+29.9% | $5,445-12.6% | $2,342+103.1% |
| Participant deferral / active EE | $3,245 | $4,983-34.9% | $6,569-50.6% | $3,332-2.6% |
| Admin fee / account holder | $12,962 | $8,286+56.4% | $11,283+14.9% | $4,645+179.0% |