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 | $162,290 | $102,317+58.6% | $146,958+10.4% | $80,856+100.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.24% | 134.76%-116.5pp | 418.34%-400.1pp | 35.59%-17.4pp |
| Employer contribution / active EE | $6,029 | $3,713+62.4% | $4,933+22.2% | $2,755+118.9% |
| Participant deferral / active EE | $16,961 | $6,644+155.3% | $8,070+110.2% | $4,296+294.8% |
| Admin fee / account holder | $6,794 | $7,941-14.4% | $12,998-47.7% | $6,918-1.8% |