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 | $188,063 | $77,634+142.2% | $156,549+20.1% | $62,891+199.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.27% | 50.32%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $11,854 | $3,444+244.2% | $5,501+115.5% | $2,281+419.7% |
| Participant deferral / active EE | $7,882 | $3,045+158.8% | $4,871+61.8% | $3,203+146.1% |
| Admin fee / account holder | $5,603 | $5,561+0.8% | $13,027-57.0% | $4,296+30.4% |