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 | $165,029 | $59,443+177.6% | $70,164+135.2% | $75,163+119.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.63% | 18.53%-2.9pp | 18.87%-3.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $11,285 | $3,306+241.4% | $4,287+163.3% | $2,670+322.7% |
| Participant deferral / active EE | $11,549 | $3,653+216.2% | $5,395+114.1% | $4,125+180.0% |
| Admin fee / account holder | $2,301 | $4,397-47.7% | $4,561-49.5% | $5,651-59.3% |