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 | $178,042 | $89,753+98.4% | $107,525+65.6% | $84,808+109.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.98% | 29.48%-14.5pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,613 | $3,113+48.2% | $3,754+22.9% | $2,631+75.3% |
| Participant deferral / active EE | $13,523 | $4,056+233.4% | $5,116+164.3% | $4,212+221.1% |
| Admin fee / account holder | $9,288 | $7,222+28.6% | $8,919+4.1% | $7,344+26.5% |