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 | $179,559 | $105,181+70.7% | $159,436+12.6% | $85,850+109.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.55% | 45.07%-32.5pp | 263.57%-251.0pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,451 | $3,318-26.1% | $4,829-49.2% | $2,565-4.4% |
| Participant deferral / active EE | $6,818 | $5,945+14.7% | $7,352-7.3% | $3,952+72.5% |
| Admin fee / account holder | $1,360 | $6,933-80.4% | $10,799-87.4% | $6,260-78.3% |