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 | $184,698 | $84,233+119.3% | $170,442+8.4% | $70,131+163.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.85% | 23.06%-6.2pp | 205.93%-189.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $8,679 | $3,387+156.3% | $5,433+59.8% | $2,342+270.5% |
| Participant deferral / active EE | $5,298 | $3,086+71.7% | $4,939+7.3% | $3,332+59.0% |
| Admin fee / account holder | $2,024 | $5,698-64.5% | $13,880-85.4% | $4,645-56.4% |