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 | $160,983 | $85,022+89.3% | $70,515+128.3% | $139,434+15.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 15.27% | 30.38%-15.1pp | 32.77%-17.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $9,600 | $3,909+145.6% | $2,973+222.9% | $4,751+102.1% |
| Participant deferral / active EE | $30,000 | $5,890+409.3% | $4,567+556.9% | $6,710+347.1% |
| Admin fee / account holder | $24,949 | $8,906+180.1% | $6,412+289.1% | $11,403+118.8% |