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 | $175,335 | $109,881+59.6% | $150,045+16.9% | $84,808+106.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.48% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $8,082 | $3,561+126.9% | $4,693+72.2% | $2,631+207.2% |
| Participant deferral / active EE | $12,890 | $6,636+94.2% | $7,997+61.2% | $4,212+206.1% |
| Admin fee / account holder | $2,859 | $8,568-66.6% | $13,435-78.7% | $7,344-61.1% |