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 | $128,947 | $98,240+31.3% | $82,313+56.7% | $147,584-12.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.19% | 30.85%-12.7pp | 25.88%-7.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $4,375 | $3,192+37.1% | $2,428+80.2% | $4,876-10.3% |
| Participant deferral / active EE | $4,147 | $4,383-5.4% | $3,706+11.9% | $5,439-23.8% |
| Admin fee / account holder | $571 | $8,563-93.3% | $5,608-89.8% | $10,885-94.8% |