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 | $176,008 | $109,881+60.2% | $150,045+17.3% | $84,808+107.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.99% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $11,368 | $3,561+219.2% | $4,693+142.2% | $2,631+332.1% |
| Participant deferral / active EE | $17,760 | $6,636+167.6% | $7,997+122.1% | $4,212+321.7% |
| Admin fee / account holder | $3,455 | $8,568-59.7% | $13,435-74.3% | $7,344-53.0% |