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 | $183,179 | $105,181+74.2% | $159,436+14.9% | $85,850+113.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.55% | 45.07%-26.5pp | 263.57%-245.0pp | 318.53%-300.0pp |
| Employer contribution / active EE | $7,239 | $3,318+118.2% | $4,829+49.9% | $2,565+182.2% |
| Participant deferral / active EE | $7,645 | $5,945+28.6% | $7,352+4.0% | $3,952+93.5% |
| Admin fee / account holder | $1,774 | $6,933-74.4% | $10,799-83.6% | $6,260-71.7% |