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 | $186,228 | $81,248+129.2% | $155,509+19.8% | $80,856+130.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.16% | 33.31%-16.1pp | 64.67%-47.5pp | 35.59%-18.4pp |
| Employer contribution / active EE | $6,085 | $3,100+96.3% | $4,672+30.2% | $2,755+120.9% |
| Participant deferral / active EE | $6,794 | $3,452+96.8% | $5,626+20.8% | $4,296+58.2% |
| Admin fee / account holder | $1,529 | $7,997-80.9% | $15,912-90.4% | $6,918-77.9% |