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 | $166,576 | $78,422+112.4% | $95,952+73.6% | $79,858+108.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 19.28% | 19.37%-0.1pp | 91.61%-72.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,652 | $1,945+36.3% | $2,541+4.4% | $2,471+7.3% |
| Participant deferral / active EE | $7,739 | $3,440+125.0% | $4,167+85.7% | $3,740+106.9% |
| Admin fee / account holder | $9,214 | $5,622+63.9% | $6,795+35.6% | $5,306+73.7% |