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 | $189,545 | $78,705+140.8% | $117,854+60.8% | $70,131+170.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.64% | 23.30%-6.7pp | 335.08%-318.4pp | 73.14%-56.5pp |
| Employer contribution / active EE | $4,248 | $2,223+91.1% | $3,786+12.2% | $2,342+81.4% |
| Participant deferral / active EE | $8,477 | $3,297+157.1% | $4,482+89.1% | $3,332+154.4% |
| Admin fee / account holder | $6,854 | $5,065+35.3% | $8,020-14.5% | $4,645+47.6% |