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 | $156,413 | $84,233+85.7% | $170,442-8.2% | $70,131+123.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.95% | 23.06%-7.1pp | 205.93%-190.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $9,331 | $3,387+175.5% | $5,433+71.8% | $2,342+298.3% |
| Participant deferral / active EE | $4,844 | $3,086+57.0% | $4,939-1.9% | $3,332+45.4% |
| Admin fee / account holder | $1,043 | $5,698-81.7% | $13,880-92.5% | $4,645-77.6% |