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 | $158,305 | $95,416+65.9% | $185,823-14.8% | $85,850+84.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.44% | 23.59%-10.1pp | 122.05%-108.6pp | 318.53%-305.1pp |
| Employer contribution / active EE | $2,247 | $3,314-32.2% | $5,167-56.5% | $2,565-12.4% |
| Participant deferral / active EE | $5,935 | $3,423+73.4% | $5,568+6.6% | $3,952+50.2% |
| Admin fee / account holder | $5,485 | $7,213-24.0% | $16,237-66.2% | $6,260-12.4% |