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 | $185,154 | $77,634+138.5% | $156,549+18.3% | $62,891+194.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.52% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $7,975 | $3,444+131.6% | $5,501+45.0% | $2,281+249.7% |
| Participant deferral / active EE | $6,694 | $3,045+119.8% | $4,871+37.4% | $3,203+109.0% |
| Admin fee / account holder | $2,565 | $5,561-53.9% | $13,027-80.3% | $4,296-40.3% |