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 | $168,547 | $95,416+76.6% | $185,823-9.3% | $85,850+96.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.43% | 23.59%-7.2pp | 122.05%-105.6pp | 318.53%-302.1pp |
| Employer contribution / active EE | $7,063 | $3,314+113.1% | $5,167+36.7% | $2,565+175.3% |
| Participant deferral / active EE | $5,212 | $3,423+52.3% | $5,568-6.4% | $3,952+31.9% |
| Admin fee / account holder | $4,476 | $7,213-37.9% | $16,237-72.4% | $6,260-28.5% |