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 | $176,965 | $79,449+122.7% | $189,557-6.6% | $85,850+106.1% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 12.92% | 18.45%-5.5pp | 64.17%-51.2pp | 318.53%-305.6pp |
| Employer contribution / active EE | $10,704 | $2,081+414.4% | $4,412+142.6% | $2,565+317.3% |
| Participant deferral / active EE | $7,018 | $4,051+73.2% | $6,174+13.7% | $3,952+77.6% |
| Admin fee / account holder | $2,570 | $5,377-52.2% | $9,807-73.8% | $6,260-58.9% |