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 | $170,641 | $89,753+90.1% | $107,525+58.7% | $84,808+101.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 19.04% | 29.48%-10.4pp | 181.32%-162.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $5,022 | $3,113+61.3% | $3,754+33.8% | $2,631+90.9% |
| Participant deferral / active EE | $15,482 | $4,056+281.7% | $5,116+202.6% | $4,212+267.6% |
| Admin fee / account holder | $15,819 | $7,222+119.0% | $8,919+77.4% | $7,344+115.4% |