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 | $133,225 | $105,181+26.7% | $159,436-16.4% | $85,850+55.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.45% | 45.07%-29.6pp | 263.57%-248.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $4,357 | $3,318+31.3% | $4,829-9.8% | $2,565+69.9% |
| Participant deferral / active EE | $12,897 | $5,945+116.9% | $7,352+75.4% | $3,952+226.4% |
| Admin fee / account holder | $16,975 | $6,933+144.8% | $10,799+57.2% | $6,260+171.2% |