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 | $145,833 | $105,126+38.7% | $94,646+54.1% | $139,434+4.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.79% | 38.03%-17.2pp | 156.71%-135.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,595 | $4,106-36.8% | $3,672-29.3% | $4,751-45.4% |
| Participant deferral / active EE | $3,132 | $7,599-58.8% | $7,418-57.8% | $6,710-53.3% |
| Admin fee / account holder | $5,895 | $8,984-34.4% | $7,231-18.5% | $11,403-48.3% |