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 | $172,535 | $99,985+72.6% | $146,665+17.6% | $85,850+101.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.34% | 18.93%-7.6pp | 22.74%-11.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $3,476 | $2,559+35.9% | $4,136-16.0% | $2,565+35.5% |
| Participant deferral / active EE | $6,532 | $4,006+63.1% | $5,506+18.6% | $3,952+65.3% |
| Admin fee / account holder | $8,603 | $7,702+11.7% | $10,280-16.3% | $6,260+37.4% |