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 | $190,406 | $81,248+134.4% | $155,509+22.4% | $80,856+135.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.58% | 33.31%-17.7pp | 64.67%-49.1pp | 35.59%-20.0pp |
| Employer contribution / active EE | $3,268 | $3,100+5.4% | $4,672-30.1% | $2,755+18.6% |
| Participant deferral / active EE | $6,839 | $3,452+98.1% | $5,626+21.6% | $4,296+59.2% |
| Admin fee / account holder | $74,528 | $7,997+831.9% | $15,912+368.4% | $6,918+977.3% |