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 | $165,774 | $95,416+73.7% | $185,823-10.8% | $85,850+93.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.86% | 23.59%-5.7pp | 122.05%-104.2pp | 318.53%-300.7pp |
| Employer contribution / active EE | $7,744 | $3,314+133.7% | $5,167+49.9% | $2,565+201.9% |
| Participant deferral / active EE | $6,627 | $3,423+93.6% | $5,568+19.0% | $3,952+67.7% |
| Admin fee / account holder | $8,173 | $7,213+13.3% | $16,237-49.7% | $6,260+30.6% |