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 | $187,575 | $79,449+136.1% | $189,557-1.0% | $85,850+118.5% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 13.86% | 18.45%-4.6pp | 64.17%-50.3pp | 318.53%-304.7pp |
| Employer contribution / active EE | $5,873 | $2,081+182.2% | $4,412+33.1% | $2,565+129.0% |
| Participant deferral / active EE | $6,436 | $4,051+58.9% | $6,174+4.3% | $3,952+62.9% |
| Admin fee / account holder | $6,386 | $5,377+18.8% | $9,807-34.9% | $6,260+2.0% |