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 | $189,507 | $77,899+143.3% | $149,673+26.6% | $75,163+152.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.86% | 31.72%-11.9pp | 134.42%-114.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $7,226 | $3,137+130.3% | $4,818+50.0% | $2,670+170.7% |
| Participant deferral / active EE | $7,106 | $3,411+108.3% | $5,680+25.1% | $4,125+72.3% |
| Admin fee / account holder | $2,678 | $5,956-55.0% | $13,210-79.7% | $5,651-52.6% |