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 | $143,673 | $77,634+85.1% | $156,549-8.2% | $62,891+128.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.84% | 50.32%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $12,453 | $3,444+261.6% | $5,501+126.4% | $2,281+446.0% |
| Participant deferral / active EE | $1,862 | $3,045-38.9% | $4,871-61.8% | $3,203-41.9% |
| Admin fee / account holder | $6,616 | $5,561+19.0% | $13,027-49.2% | $4,296+54.0% |