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 | $173,747 | $77,634+123.8% | $156,549+11.0% | $62,891+176.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.99% | 50.32%-40.3pp | 32.23%-22.2pp | 20.14%-10.1pp |
| Employer contribution / active EE | $7,385 | $3,444+114.4% | $5,501+34.2% | $2,281+223.8% |
| Participant deferral / active EE | $6,900 | $3,045+126.6% | $4,871+41.6% | $3,203+115.4% |
| Admin fee / account holder | $5,466 | $5,561-1.7% | $13,027-58.0% | $4,296+27.3% |