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 | $188,082 | $109,359+72.0% | $162,163+16.0% | $72,985+157.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 26.46% | 25.46%+1.0pp | 115.59%-89.1pp | 81.00%-54.5pp |
| Employer contribution / active EE | $7,196 | $3,907+84.2% | $5,614+28.2% | $2,440+194.9% |
| Participant deferral / active EE | $4,280 | $5,481-21.9% | $7,298-41.4% | $3,607+18.6% |
| Admin fee / account holder | $35,828 | $7,972+349.4% | $10,843+230.4% | $5,124+599.2% |