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 | $134,626 | $69,207+94.5% | $64,056+110.2% | $139,434-3.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.45% | 45.88%-25.4pp | 33.69%-13.2pp | 372.94%-352.5pp |
| Employer contribution / active EE | $4,398 | $3,182+38.2% | $2,747+60.1% | $4,751-7.4% |
| Participant deferral / active EE | $4,336 | $4,682-7.4% | $3,880+11.7% | $6,710-35.4% |
| Admin fee / account holder | $2,206 | $4,244-48.0% | $3,068-28.1% | $11,403-80.7% |