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 | $181,247 | $98,750+83.5% | $149,696+21.1% | $79,858+127.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.80% | 27.43%-7.6pp | 276.60%-256.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $3,530 | $3,216+9.7% | $4,644-24.0% | $2,471+42.9% |
| Participant deferral / active EE | $10,321 | $5,680+81.7% | $6,842+50.9% | $3,740+176.0% |
| Admin fee / account holder | $10,506 | $6,053+73.6% | $9,309+12.9% | $5,306+98.0% |