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 | $174,242 | $81,632+113.4% | $70,449+147.3% | $158,922+9.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.23% | 208.40%-191.2pp | 109.03%-91.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $5,915 | $3,217+83.9% | $2,737+116.1% | $4,761+24.2% |
| Participant deferral / active EE | $12,270 | $4,554+169.4% | $3,709+230.8% | $5,982+105.1% |
| Admin fee / account holder | $1,014 | $6,193-83.6% | $3,845-73.6% | $11,246-91.0% |