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 | $172,953 | $89,355+93.6% | $141,162+22.5% | $72,985+137.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.51% | 111.85%-92.3pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $7,433 | $3,114+138.7% | $4,735+57.0% | $2,440+204.6% |
| Participant deferral / active EE | $8,287 | $5,418+52.9% | $6,709+23.5% | $3,607+129.7% |
| Admin fee / account holder | $25,618 | $5,958+330.0% | $10,261+149.7% | $5,124+399.9% |