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 | $172,058 | $102,382+68.1% | $147,005+17.0% | $80,874+112.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.71% | 134.89%-119.2pp | 418.76%-403.1pp | 35.62%-19.9pp |
| Employer contribution / active EE | $6,989 | $3,715+88.1% | $4,934+41.6% | $2,756+153.6% |
| Participant deferral / active EE | $4,932 | $6,646-25.8% | $8,070-38.9% | $4,297+14.8% |
| Admin fee / account holder | $2,011 | $7,942-74.7% | $13,006-84.5% | $6,935-71.0% |