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 | $176,183 | $89,355+97.2% | $141,162+24.8% | $72,985+141.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.75% | 111.85%-87.1pp | 71.39%-46.6pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,815 | $3,114-41.7% | $4,735-61.7% | $2,440-25.6% |
| Participant deferral / active EE | $9,517 | $5,418+75.7% | $6,709+41.9% | $3,607+163.8% |
| Admin fee / account holder | $4,264 | $5,958-28.4% | $10,261-58.4% | $5,124-16.8% |