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 | $175,168 | $98,750+77.4% | $149,696+17.0% | $79,858+119.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.34% | 27.43%-9.1pp | 276.60%-258.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $5,644 | $3,216+75.5% | $4,644+21.5% | $2,471+128.4% |
| Participant deferral / active EE | $5,634 | $5,680-0.8% | $6,842-17.6% | $3,740+50.6% |
| Admin fee / account holder | $614 | $6,053-89.9% | $9,309-93.4% | $5,306-88.4% |