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 | $193,353 | $125,758+53.7% | $169,993+13.7% | $75,163+157.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.47% | 27.20%-8.7pp | 53.37%-34.9pp | 160.62%-142.2pp |
| Employer contribution / active EE | $7,707 | $4,615+67.0% | $6,785+13.6% | $2,670+188.7% |
| Participant deferral / active EE | $9,189 | $6,837+34.4% | $10,408-11.7% | $4,125+122.8% |
| Admin fee / account holder | $31,591 | $8,173+286.5% | $12,815+146.5% | $5,651+459.0% |