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 | $174,970 | $87,037+101.0% | $106,201+64.8% | $80,874+116.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 13.79% | 17.05%-3.3pp | 116.26%-102.5pp | 35.62%-21.8pp |
| Employer contribution / active EE | $4,662 | $2,396+94.6% | $3,170+47.1% | $2,756+69.2% |
| Participant deferral / active EE | $5,179 | $3,986+29.9% | $5,012+3.3% | $4,297+20.5% |
| Admin fee / account holder | $1,355 | $8,434-83.9% | $11,039-87.7% | $6,935-80.5% |