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 | $181,651 | $81,248+123.6% | $155,509+16.8% | $80,856+124.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.69% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $8,797 | $3,100+183.7% | $4,672+88.3% | $2,755+219.3% |
| Participant deferral / active EE | $3,227 | $3,452-6.5% | $5,626-42.7% | $4,296-24.9% |
| Admin fee / account holder | $2,392 | $7,997-70.1% | $15,912-85.0% | $6,918-65.4% |