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 | $176,176 | $102,382+72.1% | $147,005+19.8% | $80,874+117.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.48% | 134.89%-120.4pp | 418.76%-404.3pp | 35.62%-21.1pp |
| Employer contribution / active EE | $3,663 | $3,715-1.4% | $4,934-25.8% | $2,756+32.9% |
| Participant deferral / active EE | $9,436 | $6,646+42.0% | $8,070+16.9% | $4,297+119.6% |
| Admin fee / account holder | $39,832 | $7,942+401.5% | $13,006+206.3% | $6,935+474.3% |