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 | $197,986 | $77,899+154.2% | $149,673+32.3% | $75,163+163.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.72% | 31.72%-18.0pp | 134.42%-120.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $5,268 | $3,137+67.9% | $4,818+9.3% | $2,670+97.3% |
| Participant deferral / active EE | $3,702 | $3,411+8.5% | $5,680-34.8% | $4,125-10.3% |
| Admin fee / account holder | $781 | $5,956-86.9% | $13,210-94.1% | $5,651-86.2% |