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 | $175,211 | $95,416+83.6% | $185,823-5.7% | $85,850+104.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.25% | 23.59%-6.3pp | 122.05%-104.8pp | 318.53%-301.3pp |
| Employer contribution / active EE | $7,675 | $3,314+131.6% | $5,167+48.5% | $2,565+199.2% |
| Participant deferral / active EE | $6,413 | $3,423+87.3% | $5,568+15.2% | $3,952+62.3% |
| Admin fee / account holder | $498 | $7,213-93.1% | $16,237-96.9% | $6,260-92.0% |