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 | $165,782 | $78,422+111.4% | $95,952+72.8% | $79,858+107.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.17% | 19.37%-4.2pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,220 | $1,945-37.3% | $2,541-52.0% | $2,471-50.6% |
| Participant deferral / active EE | $5,110 | $3,440+48.6% | $4,167+22.6% | $3,740+36.6% |
| Admin fee / account holder | $994 | $5,622-82.3% | $6,795-85.4% | $5,306-81.3% |