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 | $178,954 | $105,126+70.2% | $94,646+89.1% | $139,434+28.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.20% | 38.03%-22.8pp | 156.71%-141.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $5,046 | $4,106+22.9% | $3,672+37.4% | $4,751+6.2% |
| Participant deferral / active EE | $17,814 | $7,599+134.4% | $7,418+140.1% | $6,710+165.5% |
| Admin fee / account holder | $103,955 | $8,984+1057.1% | $7,231+1337.7% | $11,403+811.7% |