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 | $184,313 | $84,233+118.8% | $170,442+8.1% | $70,131+162.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.95% | 23.06%-9.1pp | 205.93%-192.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $11,432 | $3,387+237.5% | $5,433+110.4% | $2,342+388.1% |
| Participant deferral / active EE | $5,951 | $3,086+92.9% | $4,939+20.5% | $3,332+78.6% |
| Admin fee / account holder | $10,001 | $5,698+75.5% | $13,880-27.9% | $4,645+115.3% |