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 | $168,734 | $85,766+96.7% | $136,294+23.8% | $70,131+140.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.53% | 31.45%-12.9pp | 5155.94%-5137.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $3,800 | $2,966+28.1% | $4,695-19.1% | $2,342+62.2% |
| Participant deferral / active EE | $6,918 | $5,051+37.0% | $6,247+10.7% | $3,332+107.7% |
| Admin fee / account holder | $891 | $5,420-83.6% | $9,243-90.4% | $4,645-80.8% |