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 | $171,325 | $89,355+91.7% | $141,162+21.4% | $72,985+134.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.34% | 111.85%-88.5pp | 71.39%-48.0pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,767 | $3,114-11.1% | $4,735-41.6% | $2,440+13.4% |
| Participant deferral / active EE | $11,221 | $5,418+107.1% | $6,709+67.3% | $3,607+211.1% |
| Admin fee / account holder | $11,249 | $5,958+88.8% | $10,261+9.6% | $5,124+119.5% |