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 | $183,196 | $77,730+135.7% | $70,164+161.1% | $139,434+31.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.67% | 18.98%-4.3pp | 18.87%-4.2pp | 372.94%-358.3pp |
| Employer contribution / active EE | $3,999 | $4,990-19.9% | $4,287-6.7% | $4,751-15.8% |
| Participant deferral / active EE | $5,377 | $6,448-16.6% | $5,395-0.3% | $6,710-19.9% |
| Admin fee / account holder | $4,583 | $5,368-14.6% | $4,561+0.5% | $11,403-59.8% |