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 | $178,473 | $89,753+98.8% | $107,525+66.0% | $84,808+110.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.22% | 29.48%-13.3pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $9,010 | $3,113+189.4% | $3,754+140.1% | $2,631+242.5% |
| Participant deferral / active EE | $6,399 | $4,056+57.8% | $5,116+25.1% | $4,212+51.9% |
| Admin fee / account holder | $17,257 | $7,222+138.9% | $8,919+93.5% | $7,344+135.0% |